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

To: MulhollandDrive who wrote (3339)	3/26/1998 2:51:00 PM
From: dougjn	Read Replies (3) \| Respond to of 93625

<<True, but sequential quarterly earnings are the only real yardstick investors have for measuring the results...> Yes, of course I agree generally, but not at this point with Rmbs. A bit more R&D and their earnings could go all to hell...without ANY negative implications for the next five years cash flow. Rmbs is that rare situation where the earnings are all on the come, not to really show themselves for a year or more in the future, yet for various reasons seem quite solidly assured. Not an absolute lock, of course, but quite assured. It is for that reason that Rmbs is a pretty darn good bet at this stage. If earnings were past quarter, next quarter, and projected next year already ramping up as is projected to begin about a year from now, Rmbs would be at double or more the current price. Nice opportunity. (And have in another limit order at a hair above 39.) A similar situation, which took off about six weeks ago, is Gstrf/Lor. Worldwide cellular communications. Beginning first quarter 99. Birds launching now. Irridum is better known, and their only competition. Irridium costs are about three times higher. For investors and for consumers. Doug