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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 91.18-4.3%3:59 PM EST

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To: Curlton Latts who wrote (15818)2/18/1999 7:44:00 PM
From: Zeev Hed  Read Replies (1) of 93625
 
Curly, I think that they will blow in the first quarter next year, thus the best buying opportunity should be at the bottom of the "spring relapse" (unfortunately it looks more and more like "late winter relapse"), or late May early June. While shipment will probably start in "earnest" in the last quarter, they do not get paid their royalties until 3 months after the end of their licensee's quarter.

Good luck out there.

Zeev
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