Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 113.89

-6.4%

3:59 PM EST

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To: Estephen who wrote (15161)	2/5/1999 5:38:00 PM
From: Bernard Super	Read Replies (1) of 93625

Let's not forget that Tate and Harmon attributed the "flat earnings" primarily to increased "R&D Expense" - meaning higher than planned PC/RDRAM/RAC ramp-up support expenses. Thus, intro of boxes with RDRAM is imminent (yes, at 600MHZ initially). The boxmakers are grabbing chips as fast as they can (DELL being in the lead). It's just that RMBS' bottom line won't benefit for a while. So, the question to ask is: when the Intel/Camino and boxmaker intro announcements come, will it spur RMBS' stock price - or will everyone be thinking about those larger than originally anticipated R&D expenses? (I've got my answer!) Regards - Bernard

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