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

To: MulhollandDrive who wrote (31053)	9/28/1999 2:17:00 PM
From: Orion	Respond to of 93625

After the Star Wars Trilogy the ... RAMBUS TRILOGY : Do you think these guys are trying to do some bucks on Rambus' back ? All bears could subscribe and then get additional negative arguments on the technology to bother us a bit more... .375 US$ it's for free. Does anyone has an opinion on the ethic of INFRASTRUCTURE ? quote.bloomberg.com RAMBUS TRILOGY IN INFRASTRUCTURE IDENTIFIED RISKS TO READERS Business Editors DALLAS--(BUSINESS WIRE)--Sept. 28, 1999--INFRASTRUCTURE, the leading independent research organization covering the investor's view of the semiconductor manufacturing industry, over the last three months published a trilogy of articles identifying the potential hazards facing the Rambus (Nasdaq:RMBS) DRAM technology. Ron Leckie, INFRASTRUCTURE's CEO, noted that, "Over the last three months, we have identified several technological and commercial risks which could delay the introduction of Rambus DRAM technology and potentially limit its market penetration." He added, "This week's news and the subsequent market action have vindicated our view that the Rambus stock was significantly over-valued." Carl Johnson, INFRASTRUCTURE's President, noted that "These articles are available to our subscribers, and those who acted on our information have avoided this precipitous drop." He added that, "These technological issues are very complex, so it takes our unique combination of technical and business experience to see beyond the hype that can confuse many analysts and investors." About INFRASTRUCTURE INFRASTRUCTURE is the autonomous research organization of WIPNET Inc., a Texas corporation, which publishes a monthly newsletter, mid-week "Industry Notes" and is the recognized leader in bringing technology, market and investment-oriented analysis on the semiconductor, semiconductor capital equipment, flat panel display and related industries. Individuals may subscribe to these services for $375 per year, and gain access to archives of the publications for research purposes.

To: MulhollandDrive who wrote (31053)	9/28/1999 2:20:00 PM
From: Rich1	Read Replies (1) \| Respond to of 93625

Question for Unclewest or anyone else on this thread. Isn't life and business about execution? Was Tate able to execute at AMD? I was in RMBS IPO left the party Friday at $78. Might come back in at $78. Might come back in lower. But seriously AMD has never executed. Was Tate part of that or is that Sanders or just AMD in relationship to INTC. Still believe in RMBS technology as the only way for INTC to go. Losing Edelstone' s confidence and trust as well as the rest of the market is bad. I look forward to anyone's opinion on this execution matter.