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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 115.18-7.7%Jan 23 3:59 PM EST

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To: Joe Donato who wrote (42504)5/18/2000 7:01:00 PM
From: jim kelley  Read Replies (2) of 93625
 
They are concerned about a hiccup in the Willamette launch.
They do not want to build a lot of product and then have sit on shelves while they clear up the platform problems.
They will build the product if their risk is insured and they get to participate in the marketing upside.

JMO
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