Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 106.06

-0.8%

3:59 PM EST

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To: Eric K. who wrote (42464)	5/17/2000 9:50:00 PM
From: Eric K.	Read Replies (1) of 93625

I have a question for the Intel longs in general. Do you actually listen to Intel's meetings? For example, the Q & A at the New York Analyst meeting was fascinating. I believe every response Otellini delivered was either a lie or misrepresentation or was off-topic. Did you notice the question where Otellini was asked, roughly, "Has your inability to supply enough processors been due to high demand in the server space or in the business segment?" Did you notice that Otellini didn't answer the question by referencing demand, but by saying, "We are having no problems producing P3s at high speeds... We intend to get one or two more speed grades out of the P3." I didn't see any articles or analyst reports written about the conference mention it, but this little slip was extremely significant. Do you guys just look at the fifteen chart and say, "I'm a peon and can't analyze this company. So, I'll just Believe in it and two decades from now, I'll be orders of magnitude richer?"

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