Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 106.06

+1.3%

10:09 AM EST

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To: TST who wrote (31766)	10/7/1999 5:17:00 PM
From: john w. toigo	Read Replies (2) of 93625

the technology is great - look at Nintendo. Problem is that INTC didn't execute well. How else do you explain the 11th hour screw up. Somebody didn't do their job. That, or the technical info got rejected by management somewhere in the chain of command. What worries me is that production has stopped at the Fabs - that gives me the feeling the fix isn't immediately in the works. PRAY I'm paranoid/wrong. Those of you with knowledge about the way fabs operate - is stopping the fab a big deal or is it easy to scale back up?

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