Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 96.29

+2.2%

3:59 PM EST

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To: Rosemary who wrote (14612)	1/29/1999 4:26:00 PM
From: woodside	Read Replies (2) of 93625

A few more scoops while the rest of the SI delegation is still at lunch. They showed a lot of pie charts, bar graphs, pyramids which all looked extremely beautiful in the eye of this Rambus shareholder. CFO Harmon showed a simple diagram with just two curves: a flattish one for expenses, and one with slope about 45 deg. for revenues. We are now of course just to the right of the crossover point. In Q and A, when asked about the status of Camino chipset, Tate smiled and said he couldn't comment on that. (One gets the impression that things are going smoothly.) Regarding the time lag between announcement and shipping, he said that the last time Intel rolled out a new chipset, the news release was immediately followed by actual shipping. I'm sure you'll get more detailed notes from the others this afternoon. I did not expect much from this meeting, but I walked away feeling reassured and appreciative. -woodside

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