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

To: Barry Grossman who wrote (49281)	8/9/2000 11:47:42 PM
From: Dan3	Respond to of 93625

The majority of the increase in contract revenues during the third quarter represents recognition of the remaining revenue on contracts for which all remaining obligations were terminated by mutual consent due to the licensees' withdrawal from the commodity DRAM market. August 09, 2000 RAMBUS INC (RMBS) Quarterly Report (SEC form 10-Q) MANAGEMENT'S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS biz.yahoo.com Interesting that revenues are increasing due to what are basically penalties accruing to Rambus when their customers cancel their contracts. Must be a lot of cancellations. I don't think it's a winning long term strategy. Dan