Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 96.29

+2.2%

Dec 2 3:59 PM EST

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To: Dave B who wrote (14973)	2/2/1999 3:20:00 PM
From: Bernard Super	Read Replies (1) of 93625

To summarize: 1. Boxmakers will roll out RDRAM-capable boxes in June. So Rambus starts a ramp-up in royalties from RDRAMs and RACS in the third quarter - hence a possible positive earnings surprise in the Oct 14 earnings report. 2. The HP deal involves a lot of RACs that carry a substantially higher royalty % (and still high, IMO, despite the fact that HP undoubtedly negotiated a relatively favorable deal). 3. Since the IPO, IMO, the stock price has been driven by supply and demand, and is otherwise completely arbitrary. Between now, and when the mainstream institutions get in (IMO after some 3 quarters of accelerating earnings), the stock price will rise only to the degree that new waves of the more speculative funds and individual investors pile on, and compete for the relatively small float. Comments? Bernard (long and long term)

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