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

To: REH who wrote (7554)	9/28/1998 8:52:00 PM
From: MileHigh	Respond to of 93625

Please notice the FY '98 vs FY '99 estimates. Did I read this right? Edelstone's estimates represent only a 10.5% increase in revenues YOY and only a 28% increase annually since FY '97. Are they about to announce the loss of NEC/Nintendo business. Sounds fishy to me. RDRAM start to ramp in '99 and by the end of September '99 we only see revenues of $42 million? We will have to get a SERIOUS ramp in '00!! Morgan Stanley Dean Witter analyst Mark Edelstone is expecting Rambus to generate $38 million in revenue this fiscal year ending September and $42 million in fiscal 1999. Last year, the company reported revenue of $26 million.