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

To: MileHigh who wrote (18363)	4/7/1999 5:54:00 PM
From: Dave B	Read Replies (2) \| Respond to of 93625

All, Here's a theory on our latest move up (besides the random walk theory, which is what I actually believe is happening). During this quarter, both Sony and Nintendo announced that they'll be using Rambus memory in their next generation game system. While royalties won't hit for quite a while, they do pay a license fee when they sign up. And, in the interest of keeping the royalty rate low, maybe they paid a large royalty fee. In which case we might actually beat the $.08 estimate for the quarter. Could happen. Open for discussion. I don't think I believe it -- I think we're just seeing normal accumulation buying. Mostly I'm throwing it out to try to scare Alan enough to get him to buy back in <g>. Just kidding, Alan! Dave