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


To: BBrace who wrote (3755)4/15/1998 6:13:00 PM
From: Cardin Drake  Respond to of 93625
 
When to buy this stock is a tough question. Currently the market is very small, limited to Nintendo and a couple of graphics controllers. It will take a huge step function up when the main memory starts to ship. That really won't happen until Q2 or Q3 of next year. The revenue for Rambus will be lag a quarter or so behind that. But the stock should have a spectacular run up well before that as it becomes more and more certain that it will happen. When is a very tough question.



To: BBrace who wrote (3755)4/15/1998 7:43:00 PM
From: ben bowman  Read Replies (1) | Respond to of 93625
 
"It may be good next year but you've got at least one maybe two quarters before
any of that shows up in earnings. I guarantee this one is going down before it goes
up. Buy it in a few months in the 30's."

the 30's...how can you be so sure?