Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 88.13

+1.0%

Nov 21 9:30 AM EST

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To: REH who wrote (14920)	2/2/1999 10:57:00 AM
From: Joey Smith	Read Replies (1) of 93625

re:- While it appears that Intel's chipset schedule has slipped further, we believe that our current earnings estimates remains achievable and potentially concervative. More important, we believe that the recent weeakness in RMBS has already largely discounted the schedule delays, and we believe the stock will find solid support in the mid 60's to low 70's. From this, it seems MS believes that Camino has slipped past June delivery. IF Intel announces a slight slip (e.g. 3 months) with Camino, do you think it has already been discounted? How will the stock react? joey

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