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

To: jim kelley who wrote (59943)	11/2/2000 2:11:03 PM
From: dmf	Read Replies (1) \| Respond to of 93625

Jim, RE: Wrong again. That's ok. I'm used to it <g>. Actually just took the quote from the Red Herring article and couldn't follow the logic. Did it make sense to you? "Considering that 74 percent of Rambus's revenue in the fourth quarter came from royalty payments, it's easy to see why investors are scared." Message 14711284 Almost checked the earnings report to look at deferred revenue before posting, but the sentence still stands. I just didn't realize the royalty payments were what has investors scared. dmf