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

To: Win Smith who wrote (75230)	7/1/2001 4:28:46 PM
From: sergiotenenbaum	Read Replies (1) \| Respond to of 93625

“Ex-flackmeister in chief Edelstone is just a fond memory for the bus people as Morgan Stanley puts 2002 earnings for RMBS at a phenomenal $0.25 /share.” There is no need to be so harsh. A little green is fabulous these days in tech-land. There is an article in today’s New York Times business section talking about MU. It basically talks about MU telling the big boys at a Bear Sterns technology conference at the NY Hyatt about inventory write-downs several weeks before posting their earnings and possible conflicts with disclosure rules. Also that GAAP and SEC are not too happy with inventory write-downs if they are used to show profits on those inventories in latter quarters, essentially cooking the books. Regards, ST