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

To: Zeev Hed who wrote (13583)	1/15/1999 10:29:00 AM
From: MulhollandDrive	Read Replies (1) \| Respond to of 93625

Good point, when I made the "fabless" comment, I was thinking about how RMBS was being "discussed" on the tube this a.m., they were saying that their ramp expenses would be higher, giving the perception that their manufacturing costs would be affecting the next few quarters earnings. RMBS did say the expect increased engineering support expense to facilitate the manufacturers ramp. Like I said yesterday, you can interpret that as a positive. bp