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

To: unclewest who wrote (18675)	4/14/1999 6:15:00 PM
From: TST	Respond to of 93625

Unclewest: Great to have you back & damn if I might say just in time to rally the troops.

To: unclewest who wrote (18675)	4/14/1999 8:00:00 PM
From: Robert Jacobs	Respond to of 93625

Uncle: As a RMBS long i share your opimism but.... "With Intel now indicating a September launch of its Rambus-based chipset for use in PC main memory applications, the Company anticipates major volume shipments of Rambus ICs for the PC market will start in the December quarter with royalties from this source following in the March 2000 quarter. Since additional expenses to support this launch are still anticipated, the Company now expects its earnings to be no better than flat compared to second quarter results through the balance of calendar 1999." That means volume shipments starting Oct - Dec with Royalties paid 4th qtr calendar '99 and 1st qtr 2000 which means we will wait until a year from now April reporting of 1st qtr) to see royalties in any meaningful way... My read is that the uncertainty of long term value has been removed but that short term it's anybody's guess. i would guess for a slight uptick tomorrow then low volume and steady stock appreciation thru end of the year to about 100.