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

To: Jdaasoc who wrote (28700)	9/4/1999 12:24:00 AM
From: Dave B	Respond to of 93625

John, ...missing earnings marks consistently is usually a horrible thing in terms of effect on stock price. RMBS has fumbled the ball several times over the last three years... Rambus has met or exceeded estimates for every quarter since they went public. Estimates were lowered after the announcement last February of the Camino delay (Intel's fumble), but they then exceeded the revised estimates. Dave

To: Jdaasoc who wrote (28700)	9/4/1999 6:34:00 AM
From: unclewest	Respond to of 93625

In the era of rich stock evaluations however, missing earnings marks consistently is usually a horrible thing in terms of effect on stock price. jd, your statement is true...the converse is equally true...companies that beat expectations are richly rewarded. analyst earnings projections for current and next q are $0.06. i expect to see those beat and or raised. royalties are due when rdrams move from dram mfr storage to dell, cpq and hp assembly lines. we are only days away from that event. this will initiate new rdram sales rev sources in this q. another rev adder will be the new licensee payments. the biggest rmbs forecasted expense adder was to have been 10 new engineers. they have not been hired. higher revenues....lower expenses....is not bad news! eh? unclewest

To: Jdaasoc who wrote (28700)	9/4/1999 11:13:00 PM
From: kash johal	Respond to of 93625

Jdaasoc, What a great post. My thinking is that short term we will see a huge run up in the stock price as RDRAM goes on-line. Also initial demand should outstrip supply and that should add fuel to the fire. In Q1/Q2 as supply builds could be another matter for the stock price. PS have started a new AMD/INTC/RMBS thread as these issues on supply/demand etc are interlinked IMHO. Hopefully rambus folks will drop in and post. Here's my latest post there: Message 11163587 regrads, Kash