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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 101.61+2.8%Dec 5 9:30 AM EST
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To: Orion who wrote (31495)10/3/1999 2:49:00 PM
From: grok  Read Replies (2) of 93625
 
RE: Microprocessor Forum

For those of you who read my previews of MPF on the last two posts, let me provide some analysis:

Even though Unclewest is suspicious of the MDR guys (Who host the Microprocessor Forum and publish Microprocessor Report) because they are now part of Cahners and there is some link connected to the hip bone somehow to Bert McComas, let me say that MDR really represents the highest level of the technical press. Many of them are former designers and they are very well informed on what's happening in the industry. (Not that I agree with everything they say but their batting average with me is about .384 which ought to get them a batting title.) At Forums like this one Rambus has usually been considered as a certain success since it is high-tech and mundain issues like cost and reliability don't get a lot of consideration. Overall from my following of these MDR guys it seems like all of them have assumed that Rambus will soon take over the world and most of the presenters are people who feel the same way.

However, this year's Forum comes at a tense time for Rambus. Unless Intel and Rambus pull a rabbit out of a hat by Tuesday, the current Rambus problems will certainly cast a shadow over this Forum. At this point I don't know if people will generally recommit to Rambus as a wonderful thing with a tiny, insignificant, temporary glitch or just treat it as a joke and heap abuse on it. By the way, many analyst attend MPF. What happens next week may well affect the stock price.
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