Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 87.70

-3.8%

Nov 18 3:59 PM EST

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To: REH who wrote (15555)	2/13/1999 11:10:00 AM
From: Alan Hume	Read Replies (3) of 93625

Hi REH I think this is now forth time that I write that Edelstone KNEW about the delay when he "cleverly" (ha ha) downgraded RMBS. the guy is NOT a genius, he just has good contacts. That his ploy was transparent and this delay was coming was obvious. Sorry to put it so bluntly. INTEL have their CURRENT sales nearest to their heart, and therefor will never announce or confirm a delay of a new product. The 600 MHz being "on time" is cold comfort and will buy us little. If I read the picture correctly, the 600MHz requires the 64/72 RDRAM configuration which I believe only NEC is currently scheduling any significant volume Alan

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