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


To: unclewest who wrote (26116)7/31/1999 8:48:00 PM
From: grok  Respond to of 93625
 
RE: <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.>

It is only important when dram revenue is growing rapidly. Although the rambus fraction may grow much more rapidly than that. Of course in the next dram crash it will help rambus since it will tend to slow the crash for rambus revenues.