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

To: grok who wrote (26112)	7/31/1999 6:19:00 PM
From: unclewest	Read Replies (1) \| Respond to of 93625

Isn't there a continuous delay? Doesn't it work like this: dram maker ships drams and reports how many to rambus at the end of each quarter and then rambus counts revenue in the following quarter, so rambus rev is always one quarter behind dram shipments rather than a one time delay. kz, of course you are right...i was not certain which delay we were talking about so i tried to address both the camino june to sept delay as well as the earnings reporting delay feature. i think the earnings reporting is well known now and built in. i suppose it depends on how you look at it. is it a continuous series of 90 day delays? imo no. it is a revenue reporting feature that remains constantly the same. i do agree with you in some respects regarding forecasting. just not certain how important 90 days really is when looking 2-3 years out. unclewest