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


To: Dave B who wrote (63696)1/4/2001 10:59:50 PM
From: jim kelley  Read Replies (1) | Respond to of 93625
 
Dave,

Rambus did 19 cents last FY and 58 cents is a healthy incremental growth of 200%. It is good to remember that Rambus has a way of beating its estimates consistently.

JK



To: Dave B who wrote (63696)1/5/2001 12:08:34 AM
From: pompsander  Read Replies (1) | Respond to of 93625
 
I hope to make the Annual Meeting this year. Any chance it will be in Seattle. <G>. Hey, maybe Don Green and I can carpool down to the Bay area!!



To: Dave B who wrote (63696)1/5/2001 9:03:33 AM
From: gnuman  Read Replies (2) | Respond to of 93625
 
Dave, re: "LOL! Those are estimates."
Based on the known Agreements, why is Q1'01 consensus so low? Does Q1 include fee's from Q4 shipments? If so that would be about 40% of W/W DRAM shipments in the Quarter, wouldn't it? Or is there a two quarter slip for revenue recognition?
TIA