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

To: Kenny who wrote (4534)6/10/1998 3:38:00 PM
From: MileHigh  Read Replies (1) | Respond to of 93625
 
Kenny, your question has been discussed in detail on this thread over the past several weeks, not trying to say "dumb question", just saying that if you go back and read the thread, you will find much detailed analysis on this subject, ask REH, he has an opinion on the deferred revenue <g>...

MileHigh



To: Kenny who wrote (4534)6/10/1998 5:46:00 PM
From: RetiredNow  Read Replies (1) | Respond to of 93625
 
Yes, it's definitely factored in. Of course I believe in the
strong efficiency of markets. Rambus said the quarter would
flat, so that's what it will be. Don't expect revenue rampup
until 1999. No reason to sell, though. Just hang in there.
The only way I'd sell is if Intel changes its mind on their
memory roadmap. Good luck.


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