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

To: Chas who wrote (13305)	1/14/1999 4:45:00 PM
From: MulhollandDrive	Read Replies (2) \| Respond to of 93625

Here's the good news in the release......if you want to call it that. >>In addition, the Company said that it would incur additional expenses over the next few quarters to help enable the anticipated ramp of Rambus ICs into the PC main memory market later this year.<< bp

To: Chas who wrote (13305)	1/14/1999 4:46:00 PM
From: REH	Read Replies (2) \| Respond to of 93625

a key number: Deferred revenue, less current portion 35,845 this might not be that bad, they said the same thing last year and: In addition, the Company said that it would incur additional expenses over the next few quarters to help enable the anticipated ramp of Rambus ICs into the PC main memory market later this year. makes a lot of sense now we need to watch for even more industry support. they were never going to live of Nitendo nor graphic cards but chips and RDRAM's I see this as pretty much expected - they are just ultra-conservative! guess Mark will upgrade again now (after the forthcoming drop)?? reh