Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: blake_paterson who wrote (14824)	1/31/1999 6:33:00 PM
From: woodside	Read Replies (3) of 93625

Blake, to answer your questions -- 2. Cirrus and Chromatics' cancellations have nothing to do with Rambus. (See previous posts about the meeting) 3. Harmon said, Rambus reported $38 million revenues for 98, and is sitting on $91 million cash (and equivalents). <Some jokes about what to do with all that cash>. Sounds to me like most of next two quarters' "flat" earnings are already in the bank. 5. Somebody asked that question specifically. Tate said Motarola is not a licencee, but elaborated some (possible interest? don't remember his exactly words). One observation about the meeting. All top officers of Rambus were there (Toprani, Roberts ..), although only two spoke. They all hung around for quite a while afterwards. It gives investors a great opportunity to have one-on-one conversations and ask whatever questions they have. I chatted with Tate briefly. Another thing, much has been said about the lack of hype from the company. But don't think for a moment that these guys are modest; in fact, they are anything but. "Confident and ambitious" is how they come across at that conference. -woodside

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