Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 95.57

+0.7%

Nov 28 9:30 AM EST

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To: capt rocky who wrote (14952)	2/2/1999 12:43:00 PM
From: Dave B	Read Replies (1) of 93625

capt. rocky, I believe that you're probably correct (that others knew about the Camino delay). The only problem I have with this theory is that there was only one downgrade. If Intel was going to let the news out, they would have given it to more than MS. I have a feeling that Edelstone must have ferreted it out somehow. The MS report (a piece of which was posted a couple of messages ago) agrees with the rumor that I heard -- that they were having trouble meeting the 800Mhz speed. The very positive news in his report is that some of the PC vendors will release systems based on a 600Mhz standard. That would be terrific, as Rambus will start getting some royalty from the early adopters. Dave B

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