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


To: Manx who wrote (4286)5/24/1998 2:10:00 PM
From: REH  Read Replies (2) | Respond to of 93625
 
I was told in the email that we could expect news as they develop - nothing really concrete (anything between the lines here? like, stay tuned??). This was in respons to my email to RMBS that their web-pages are not updated as far as news-articles.
Other unconfirmed sources say there's good news in the pipe-line but I have no idea what or if they are indeed correct.
My own research of rmbs (both financial and technology) leaves me to believe there's a huge upside potential in this stock but I'm uncertain about the time-frame. We all know they will use $ 25 mill of deferred revenue the nest 5 quarters which tells me they'll use abt $ 5 mill each quarter which alone is enough to meet estimates. I assume they will have additional revenues each quarter and a strong growth in the royalty revenue from products coming to market from graphic board manufacturers and soon memory manufacturers.

It's a very frustrating stock and I think a lot of stockholders have no idea of what rmbs is all about and that makes it even more frustrating.

REH/long