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Technology Stocks : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: GVTucker who wrote (23785)	6/28/1999 10:52:00 AM
From: Dave B	Read Replies (1) \| Respond to of 93625

GV, Why was there no press release from either DELL or RMBS? I agree that it is a big deal, particularly for RMBS. Why wouldn't they want to toot their own horn a little? My understanding is that Intel typically does the formal product introduction for their products once production actually begins (e.g. the most recent PIII intro). Their partners have to tie their introductions to the Intel introduction. (Any Intel-ites have any additional comments here?) It's a strategy that I tend to agree with. A wonderful example of the effect of introducing a product before you're ready to ship it was the Osborne II. Adam Osborne announced the II months before it was to be released. Sales of the Osborne I dried up to nothing. The Osborne II ran into delays. Osborne (the company) went away. Actually, the more I thought about that, the more surprised I was that Dell even said that they'd be putting RDRAM in a workstation this Fall. Unclewest's message this morning said that he expects we'll see a Rambus press campaign over the next two months. It'll be interesting to see if this happens. As a Rambus investor, in this particular case I'd be fine with that because I don't care if DELL/CPQ/HWP demand dries up in the short term if it helps increase RMBS demamd for the Fall <G>. Dave

To: GVTucker who wrote (23785)	6/28/1999 10:53:00 AM
From: TST	Respond to of 93625

Timing is everything. Also, I have to conclude that all PR is & will be coordinated by Intel when Intel is ready & not dell or rambus.

To: GVTucker who wrote (23785)	6/28/1999 10:55:00 AM
From: MileHigh	Read Replies (1) \| Respond to of 93625

GV, The thread has discussed this topic before. The thinking might go like this, 1. RMBS management is very conservative and rarely releases news on such announcements. They think it is not their position to do the talking for the OEM's or DRAM manu's. Rather, let these firms release the news on their own as RMBS does not have control over the actual deployment dates. 2. RE why Dell did not provide a press release, they might not want to announce this faster chipset too soon while they have "slower" boxes to sell now. Plus it could be that Camino is still a moving target. BWDIK. Regards, MileHigh