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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: unclewest who wrote (24755)	7/14/1999 8:33:00 PM
From: Timothy Liu	Read Replies (1) \| Respond to of 93625

> where ya been? I have been lurking here all along, and of course, working :). AMD's earning is more interesting to me. RMBS earning is a non-event. My only question on their balance sheet is the low R&D, and they seem to burn a lot of cash last quarter. Thanks for the CC notes which are very interesting. Especially the point that Rambus is not taking PC133 as much of a threat. I think with the weakening of non-Intel CPUs, RMBS is in better and better shape competitively. Even if VIA decide to have something for PC133, with their Cyrix purchase it will impact their schedule somewhat. Now what I hope for is: NO MORE SCHEDULE DELAYS! :) Take care. Tim