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

To: unclewest who wrote (30350)	9/24/1999 6:08:00 AM
From: unclewest	Read Replies (1) \| Respond to of 93625

this is a great post regarding rambus fud. written months ago... unclewest "Fourth is the priesthood. This group will save us for a fee. The In-Stat group is the prototype. They are the organizers of a series of forums / conferences promoting Rambus alternatives. In-Stat employees Bert McComas and Steve Cullen are frequently quoted in Electronic News with anti-Rambus opinion. Cahners owns both In-Stat and Electronic News. If you didn't understand the editorial position taken by Jonathan Cassell in Tilting at Windmills in the May 3 issue, you should now. Fifth are the shorts. Sorry I can't name names or cite specifics, but I think it is important to recognize that there is another group out there with a huge vested interest in Rambus falling on their face. If they don't directly generate news their existence has and will continue to generate media interest just to watch the fight." Message 9465891

To: unclewest who wrote (30350)	9/24/1999 7:34:00 AM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi unclewest; Re Glaskowsky/MPR and their reputation with regard to Rambus. The article on CNET is by Stephen Shankland who quotes Peter Glaskowsky. He quotes that fellow quite frequently, in fact. When Glaskowsky was bullish on Rambus, you weren't suggesting he was biased, I believe. The previous article by the same author, also quoting Peter Galskowsky: The reason Intel would scale back its production plans is simply lack of demand, said MicroDesign Resources analyst Peter Glaskowsky. "It's going to be very difficult for Intel to sell a lot of those chips" because of the high price of Rambus memory," he said. news.cnet.com The one before that, with Glaskowsky giving an Intel/Rambus spin to things: "Basically, Intel is conceding that some [computer manufacturers] aren't going to be shipping systems," said Peter Glaskowsky, an analyst with MicroDesign Resources. One reason for the delay could be that manufacturers want to wait for the debut in October of Intel's new Coppermine CPU, he added. ... One source said there were technological problems causing the delay, but Glaskowsky said Intel insiders told him "there are no known problems on the hardware." Intel declined to comment on whether such a problem existed. Glaskowsky said it's reasonable for computer manufacturers to wait before unveiling Rambus systems. "Even though the chipset is available, it makes sense for OEMs [the original equipment manufacturers who build computers] to do a single combined release of Camino and Coppermine in October," he said. ... Glaskowsky said he didn't trust McComas' <<i.e. the Dell numbers showing lousy RDRAM performance>> numbers because there are too many ways the two machines could have differed. "You cannot make these straight-line comparisons that easily," he said. news.cnet.com More links: Microdesign Resources's Peter Glaskowsky mdronline.com He looks like Bill Gates, so you have to believe him: mdronline.com@19836336cpgmrp/analysts/peterg/peterg.html As for the link to the original IBM stuff, I may find it yet. The thing to look for is the yahoo news link, but they do clean those out every now and then. -- Carl (edit) I see that you are in the process of acknowledging the basic truthfulness of the CNET article, oh well.