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

To: Mkilloran who wrote (10688)11/30/1998 5:02:00 PM
From: Dave B  Read Replies (2) | Respond to of 93625
 
MK & Thomas,

Someone asked you this question earlier and there was no response.

I'm long Rambus. Are you guys long, short, or out? Be honest now.

Time to walk the walk and talk the talk.

David B



To: Mkilloran who wrote (10688)11/30/1998 6:52:00 PM
From: Zeev Hed  Read Replies (3) | Respond to of 93625
 
Mkilloran, in principle, you are right, but RMBS might just be at the beginning of a "hokey stick" acceleration in earnings, particularly if a prior poster's comment that 1999 will see 150 MM units shipped. By the way, what are units? Or better, on the average, what is the value of those 175 MM units? Does that assumes somewhere between 5 to 10 "units" per system shipped?

Zeev


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