Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 113.83

-6.4%

Jan 30 9:30 AM EST

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To: Alan Hume who wrote (15184)	2/6/1999 10:25:00 AM
From: Bernard Super	Read Replies (1) of 93625

Alan - I was at the annual meeting, where the Tate and Harmon reiterated the "flat earnings" caution. To my memory they did not attribute this to delays in the ramp-up, but rather to increased expenses due to the ramp-up. (Other attendees, please correct me if I am wrong). Of course this may be wishful thinking, but Rambus is a very small company - 147 employees as of the Annual Report published last September; thus, it doesn't take much of an expansion in head count and travel expenses to swallow up a few cents of earnings. (~$250,000 expenses represents 1 cent off earnings, if my arithmetic is correct). We'll see! Regards - Bernard

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