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

To: REH who wrote (8412)	10/12/1998 9:57:00 AM
From: blake_paterson	Respond to of 93625

OT ARM, an IP / fabless chip design company w/ a similar business model to RMBS but in the embedded processor ncihe, just released earnings, $0.01 shy, but holding a 75% growth rate. The model works.... www.arm.com

To: REH who wrote (8412)	10/12/1998 10:40:00 AM
From: Barry Grossman	Read Replies (1) \| Respond to of 93625

This am, Bob Pisani on CNBC noted that there is a sense among traders on the floor that, on the earnings front, we will do a little bit better than expected (even as recently as last week) across the board, because, based on the few of the early reporters like Chrysler who have beaten expectations strongly, it appears that companies were being very conservative in their estimates/advice regarding the 3rd quarter and forward. I agree with this - particularly with regard to Intel, who are always much more conservative than most. I expect that, on the earnings side, they will beat their 8-10% preannouncement advice nicely. Bodes well for the week as a whole. Might be a market turning event. JMHO. Barry