Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 98.04

+1.8%

Dec 3 3:59 PM EST

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To: Ibexx who wrote (2005)	10/15/1997 11:19:00 PM
From: Ibexx	of 93625

RMBS investors, H&Q post-earnings update: (continued) Long term outlook is strengthening With the recent licensing of TI, Fujitsu, IBM and Siemens, Rambus has now licensed 13 out of the top 13 DRAM manufacturers in the world and is positioning its technology to become the industry standard for next-generation DRAM technology for PC main memory. The PC main memory market is enormous andif Rmabus is successful in penetrating it, the royalty revenue opportunity for the company will be well over $1 billion. We believe credibility in Rambus's ability to successfully become the industry's standard will be further enhanced as Intel and Rambus present the first technical details of the next-generation Direct RDRAM architecture on October 15, 1997 at the Microprocessor Forum. Direct RDRAM shipments by Rambus's licensees is expected to begin its ramp in the second half of calendar year 1998 and seems to be well on track. Near term outlook remains unchanged We are making no significant changes to our model in the near-term quarters because we expect sequential growth derived from contract revenue to proceed at a steady and modest rate. We are also anticipating modest sequential growth in royalties as high volume products based upon Rambus's Direct RDRAM technology will not contribute significantly until FY'99. However, we expect R&D costs to increase significantly from the September quarter as the company increases spending for the filing of many new patents. This increase in spending in the December and March quarters should depress earnings growth in those periods somewhat. ...... Ibexx

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