Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 124.77

-0.9%

3:59 PM EST

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To: unclewest who wrote (25814)	7/28/1999 1:42:00 PM
From: C_Johnson	Read Replies (1) of 93625

Unclewest, >My GUESS is Carl is a little frustrated that you are providing for free what he charges for.<< You've got to be kidding! Your anonymous friend is not even close. I am not frustrated at all. Now if he is saying that you are providing our article for free - without permission - then that's a different story. Copyright rules are applicable. What is the purpose of posting that comment? The article has received great reviews and our follow-ups will continue to gather attention because the information is from some very solid industry contacts. As far as INFRASTRUCTURE being closed to constructive criticism you are way off base. In fact, I am going to open the article up to criticism in my next post. Everyone can now read the Rambus story we released in our last Monthly Letter. Perhaps there are some Rambus people or some DRAM people that would like to comment on the content. I can be reached at infras@infras.com and Ron's address is ron@infras.com. Anything that is worthwhile will certainly help us shape the next RMBS article. That article is going to be released in the upcoming issue of our Monthly Letter (that letter will be out at the end of this week). Comments are always welcome! For those of you that are subscribers I want you to know that this article and the June letter has been widely distributed. We gave close 3,000 copies of this letter out at our booth during the front end portion of Semicon West. i never intend to hurt anyone financially with my posts. i sincerely wish you great success in your reporting and investing career. Thanks. I wish you same. as you know, i have a long term investor mentality on rambus. I know nothing about your strategy but I commend your faithfulness. I hope it works out for you. Believe it or not, I really don't mind you posting my PM to you. I just wish you would answer at least one of my questions. How did you get the article in the first place? Again, good luck with your investments, Carl INFRASTRUCTURE infras.com P.S. I currently have no position in Rambus.

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