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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 96.35+5.3%Dec 19 3:59 PM EST

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To: MulhollandDrive who wrote (2906)2/3/1998 3:14:00 PM
From: REH  Read Replies (2) of 93625
 
Also interesting to see todays stock-price and compare it to where the stock was right after the IPO. The stock then went to 80 - what's changed since then?

- rmbs has beat their own and street estimates by a wide margin every quarter

- Royalties revenue is coming in faster than anticipated

- Intel's new strategy will bring rmbs into low-end PC's

- The future looks much brighter for rmbs today as opposed to 6 mnts ago

After all that the stock has decreased 50%

Makes absolutely no sense! I think people are starting to see these facts and that we rapidly will get back to 80 and climb from there to 100 as H&Q estimates - all by mid-summer
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