Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 94.11

-0.4%

Dec 26 9:30 AM EST

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To: MileHigh who wrote (9316)	11/7/1998 6:11:00 PM
From: jopawa	Read Replies (2) of 93625

Mile, If H & Q lowered their estimates that much, we would have seen more carnage than that. I personally don't believe it, a 30% reduction in earnings for 2000? Give the guy a call if you want, Seth Dickson is his name, he replaced the raging bull Chaplinsky who is now working for Mohr-Davidow in the Valley. That's right, Davidow, Chairman of the Board of RMBS. I still believe the weakness on Thurs was the culmination of a bad 5 days topped off by the rumors of royalty reduction. John

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