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

To: MileHigh who wrote (9316)11/7/1998 6:11:00 PM
From: jopawa  Read Replies (2) | Respond to of 93625
 
Mile,

If H & Q lowered their estimates that much, we would have seen more carnage than that. I personally don't believe it, a 30% reduction in earnings for 2000? Give the guy a call if you want, Seth Dickson is his name, he replaced the raging bull Chaplinsky who is now working for Mohr-Davidow in the Valley. That's right, Davidow, Chairman of the Board of RMBS. I still believe the weakness on Thurs was the culmination of a bad 5 days topped off by the rumors of royalty reduction.

John



To: MileHigh who wrote (9316)11/8/1998 9:36:00 AM
From: Alan Hume  Read Replies (2) | Respond to of 93625
 
Hi Mile,
if you look at YAHOO Finance under detailed research, you will see that the (only) projection for '00 is $1,05. (It does'nt say who the brokerage is who projecting this figure however)

I recall about 4 weeks ago someone revamping their earnings projections, which caused someone to comment "What, are we going to loose the Nintendo biz?".

This may have been the announcement

REgards
Alan


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