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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: John Stichnoth who wrote (5173)	8/23/1999 4:26:00 PM
From: Apollo	Read Replies (1) \| Respond to of 54805

Chaz & John....re Rambus Well said John. I tried to say the same thing yesterday, but I think you said it better. (http://www.siliconinvestor.com/readmsg.aspx?msgid=11032296) Chaz, sorry I didn't respond earlier to your question about earnings for Rambus. Basically, earnings for Rambus for the rest of '99 are irrelevant. Its earnings ramp-up will begin in calendar 2000, with estimates for 2000 ranging anywhere from .80 to > $1.00. What is important about earnings for '99 is that management tends to be conservative, they already have a revenue stream before real earnings from chip royalties begin, and despite their small earnings stream, they managed to beat estimates last quarter by 2 cents (I think). Investing in Rambus now, is an investment for 2000-2005. stan