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

To: MulhollandDrive who wrote (14632)	1/29/1999 5:37:00 PM
From: Zeev Hed	Respond to of 93625

bp, by FA I meant to point to the rush of announcements of big shipments in 1999 of RDRAM, including that piece, by one of the chaebols that they plan to catch a big chunk of the $2.6 Billion in RDRAM to be shipped in 1999. If that number is right, then that means more then a buck a share earning visibility (and the street does not really care that the royalties are paid a quarter later) growing rapidly to 10 times as much in four years. All these were powerful FA statements to the strength of the company. In face of that it makes a U-Turn, that tells me that maybe, these numbers are not in the bag, at least not yet. Zeev