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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 115.73+1.3%3:59 PM EST

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To: REH who wrote (4356)5/29/1998 5:35:00 PM
From: Thomas P. Friend  Read Replies (1) of 93625
 
>> Add in deferred revenue of $ 5M, 11.6% would represent 0.6M Total Operating Income: $ 2.8M which would deifinatly blow away consensus estimates. In addition we might see a positive upside from more Nitendo sales......<<

REH,

Besides the other errors in your math that have already been pointed out, what makes you think that the deferred revenue is ADDITIVE? It just gets moved from one place on the balance sheet to another.

Total quarterly revenues = new income + allocated deferred revenue.

Do you think that FINANCIAL ANALYSTS and investors spending millions of dollars can't do the math? Maybe revenues will come in better than expected, but don't expect a $5 million miracle that nobody but the people on this thread know about.

You don't even take the time to check your math and spelling for errors. How are we to take your analysis and research seriously?

Sorry for the zings, but come on. There may be people actually making investment decisions based on what you are saying here.

Somewhat apologetically,

Tom
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