Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 87.94

-2.5%

1:45 PM EST

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To: Boplicity who wrote (13345)	1/14/1999 5:25:00 PM
From: MulhollandDrive	Read Replies (1) of 93625

Greg, We all knew that revenues would not start until fall at best, but I suppose there was some anticipation that the ramp might exceed expectation. Management just saying don't expect any surprises... One thing I did notice in their annual report was that management expected to dedicate substantial resources to market and support systems companies. They also said "To date the Company has not charged systems companies for technical support." So is the glass half empty or half full? Are earnings currently being impacted by these expenses? I wonder if they charge for technical support at some point as a further revenue enhancement? bp

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