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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 87.20-3.3%Nov 20 3:59 PM EST

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To: pompsander who wrote (37660)2/29/2000 11:37:00 AM
From: Dave B  Read Replies (1) of 93625
 
pomp,

Dave, have you noticed how much better Rambus now handles all PR? They are managing the story very nicely. Building confidence in their business plan, in partnership with Intel, Sony and others. What a change from a year ago when they had no clue about how to manage expectations and dribble out the good news to combat the FUD

Doing a much, much better job. Much, much, much better. Of course, they also have much better news to deal with now (e.g. multiple vendors in production, PS II about to ship, versus delays in Intel chip sets). What I like hearing are the CNBC comments where they say the race looks like it's over. That's the kind of attitude we need to get Joe Public to feel comfortable buying the technology. Now if they can just get a cover story in USA Today!

Keep on truckin',

Dave
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