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

To: MulhollandDrive who wrote (11284)	12/7/1998 10:58:00 AM
From: MileHigh	Read Replies (3) \| Respond to of 93625

bp, I will try to paraphrase the 12/7 H&Q report...(even though I am covered) <gg> -they re-initiate coverage with a buy rating -overall, no comments that we do not know already, the same ol' RMBS story- de facto memory standard, motherboard support, chipset support, Intel support, INTC/MU investment, high operating leverage, etc... -I did notice though that FY '99 eps est are .39 they were .41 on 10/15 AND FY '00 are now 1.03 they were 1.35 on 10/15. -Their disclaimer is placing an accurate grasp of what the DRAM will be going forward -They think RMBS/RDRAM will capture 20-30% of the DRAM market by '00-'01.... -There is a lot more, but they say there is a "large degree of uncertainty in our estimates" -they say RMBS DRAM royalties will grow to approx. $100 Million in FY '01. A lot of other information, very positive though. It is on schwab.com under Analysts Center - RMBS analysts report. Regards, MileHigh