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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 101.61+2.8%Dec 5 9:30 AM EST

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To: abuck95 who wrote (15004)2/2/1999 10:56:00 PM
From: Bernard Super  Read Replies (1) of 93625
 
I'm assuming that the "cry wolf" effect will prevent the next Edelstone downgrade from shaking loose any more shares from the faint of heart.

And I still maintain that Edelstone didn't cause the dip (in the sense that it would not have happened without Edelstone), but was merely the trigger (along with the company's CYA "flat earnings" caution).

As to the "slippage" in Camino - the basic question is slippage relative to what date? From the October demo I'm assuming Intel thought they were within a month or two (at most) of release. For example, it could be that the Intel Developers Forum Feb 23-25 is the day.

Bernard (long, and in for the long haul)
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