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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 104.13+2.5%3:59 PM EST

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To: MileHigh who wrote (11255)12/7/1998 9:35:00 AM
From: Bernard Super  Read Replies (1) of 93625
 
Thanks, MileHigh, for the answer to my question posted on the YHOO RMBS board. Since you reposted here, I thought I'd also post my responding comment:

Since companies do not normally pay early (unless there is a pre-payment discount), one must conclude that RDRAM shipments later than October 31, will have no effect on 12/31/98 earnings. It will be interesting to see, mid January '99, whether Rambus management has been able to take steps to smooth the transition from the 74%/24% contracts/royalties split of the last two quarters.

And I am adding: thus would it not appear that the big jump in earnings that will bring in another wave of buyers to compete for the miniscule number of shares available will come around April, 1999?

patientmerit
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