Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Estephen who wrote (15161)	2/5/1999 5:38:00 PM
From: Bernard Super	Read Replies (1) \| Respond to of 93625

Let's not forget that Tate and Harmon attributed the "flat earnings" primarily to increased "R&D Expense" - meaning higher than planned PC/RDRAM/RAC ramp-up support expenses. Thus, intro of boxes with RDRAM is imminent (yes, at 600MHZ initially). The boxmakers are grabbing chips as fast as they can (DELL being in the lead). It's just that RMBS' bottom line won't benefit for a while. So, the question to ask is: when the Intel/Camino and boxmaker intro announcements come, will it spur RMBS' stock price - or will everyone be thinking about those larger than originally anticipated R&D expenses? (I've got my answer!) Regards - Bernard

To: Estephen who wrote (15161)	2/6/1999 9:16:00 AM
From: Alan Hume	Read Replies (2) \| Respond to of 93625

Hi Steven, "It could very well be the this February 28th that camino comes out." I don't what you've been smokin', but whatever it is it must be pretty strong. INTC as a company does not introduce products until they are ready for shipment (sound business sense) So if Caminio were to be introduced later this month, RMBS would be generating revenues which would hit the bottom line in Q3. But Geoff Tate told us only 3 weeks ago that the next 3 quarters earnings will be flat. I may be old fashioned, but I choose to believe him. Alan