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

To: Ibexx who wrote (2724)	1/9/1998 12:27:00 PM
From: MulhollandDrive	Respond to of 93625

Hello Ibexx, Another Cakebread Cabernet fan here. We gave bottles (not cases,vbg) to employees for the holidays and I believe a good time was had by all;)... I hope you are correct about the high tech rotation, my concern is how well INTC and CSCO do on earnings as I believe the bellweathers may be the catalyst either way. Take care, bp

To: Ibexx who wrote (2724)	1/9/1998 2:18:00 PM
From: Sonki	Read Replies (2) \| Respond to of 93625

RBMS 10k says, R&D EXPENSE going up and maor revenues come from japan and korea..... what do you think they are trying to say????? any ideas? did HQ explain this in anyway? thx in advance. oh, btw: happy new year ! I expect NAZ to outperform s&p 500 this year. my guess naz will be up 18-20% and s&p up 8% ? what do u think? To date, companies based in Japan and Korea have accounted for the substantial majority of the Company's revenues, and nearly all of its international revenues. In fiscal 1997, 1996 and 1995, international revenues comprised approximately 81%, 86% and 90% of the Company's net revenues, respectively. The Company expects that revenues derived from international licensees will continue to represent a significant portion of its total revenues in the future. All of the revenues from international licensees to date have been denominated in United States dollars. Expenses. Since the Company's inception in March 1990, its engineering costs (which consist of cost of contract revenues and research and development expenses) and marketing, general and administrative expenses have continually increased as