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

To: gnuman who wrote (45487)	6/22/2000 10:29:00 AM
From: jim kelley	Read Replies (1) \| Respond to of 93625

Gene How are your US treasury bonds doing today? <G>

To: gnuman who wrote (45487)	6/22/2000 10:38:00 AM
From: blake_paterson	Read Replies (1) \| Respond to of 93625

Good morning, Gene. Exorbitant? No. RMBS longs deserve every penny! <ggg> I hate the old "sell high, buy higher" routine. EDITED Looking at the Samsung release: If taken literally, numbers from the Samsung release alone should be good for EPS of ~ $0.30 for CY200. Add in the 70MM SNE ASICs, controllers, etc <ggg>, we should be well north of $1.00. The 300,000 warrants program will deduct $1.5. Add in SDRAM, we should break even including the extraordinary charges. DDR contributes zero for the year. BP