Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: cellhigh who wrote (40280)	4/18/2000 6:56:00 PM
From: pompsander	Read Replies (1) \| Respond to of 93625

Remember, Rambus recognizes revenues in the quarter following OEM shipment. Right now, in these volatile times, investors have figured out that they can easily step out of Rambus and step back in later with plenty of time to ride up. Rambus earnings are out, what news there was going to be by quarter end was disclosed, the split is announced (and plenty of time to get back in to ride up before that date in June as well). In July the earnings announcement will begin to evidence the ramp up of PS2 and the first wave of 840/820 shipments. There will be a ton of speculation about that number (hint: it will be bigger than this quarter's number!)but the real fireworks will take place in October when the geometric growth really begins to show on the bottom line. There may be new product announcements coming, but for many investors Rambus is "predictable" for the next six weeks at least. They are frying fish elsewhere for now.