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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 87.20-3.3%3:59 PM EST

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To: Zeev Hed who wrote (13490)1/14/1999 11:25:00 PM
From: Pete Jackson  Read Replies (2) of 93625
 
Comments I heard from an analyst today regarding RMBS.
*RMBS made similar comments regarding earnings last year at this time. Seasonally, this quarter represents earnings on royalties from Nintendo whose products sell at Christmas.
**Nintendo's sales have not met expectations because Sony's Playstation offers much more,especially in number of games available.
***RMBS capabilities have been proven by use in Nintendo's products.
****The timetable for ramping RMBS DRAM has always been 3rd/4th quarter of this year.
*****RMBS share price has risen on speculation and poor analysis. . .
BOTTOM LINE: the company and product are doing what they have said all along. . . the market has blown it!
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