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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: REH who wrote (15140)2/5/1999 2:58:00 PM
From: MileHigh  Read Replies (1) of 93625
 
Ax,

It's not that easy. Remember, RMBS FY ends 9/30 AND they do not get credit or get paid royalties until a couple months or a quarter later. Therefore, THIS FY we will not see a big surprise IMHO.

Yes, the story is strong and rev ramp should look like a hockey stick going from 10/99- 12/31/00 forward.

Besides, Tate knows this and would not warn about flat earnings unless he knew this to be the case. I just do not see us knowing more than RMBS management.

Regards,

MileHigh
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