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Technology Stocks : Rambus (RMBS) - Eagle or Penguin
RMBS 94.82+2.7%Nov 26 3:59 PM EST
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To: Dave B who wrote (16697)2/26/1999 11:41:00 AM
From: Dave B  Read Replies (1) of 93625
 
Herman didn't make it over last night; he's also sick. So I pointed him to your message, MileHigh, and he said he'd look at it and get back to me.

I also gave him an update on the IDF, and when I got to the part about the delay until late Q3 he was surprised. He said that the person who originally told him about the delay had said that they were going to be getting sample parts in to work with soon (like this week or next). If that was the case, he said, then they couldn't be 6 or 7 months away from shipping. So he thought that Intel may have been trying to be conservative in their schedule.

However, DO NOT go out and load up based on that comment <G>. Like always, we'll just keep our eyes open.

Dave B
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