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

To: kash johal who wrote (31217)	9/30/1999 11:34:00 PM
From: Bilow	Respond to of 93625

Hi kash johal; Re those problems with various chips, and "BAD" engineers... Actually, those problems were probably created by good engineers. The bad engineers never produce any product at all. It looks like the drop, a couple weeks ago, in RDRAM prices was caused by box makers canceling orders, not by some sudden improvement in manufacturability. Given this, it is obvious that RMBS knew that the Camino launch was in trouble. But nobody told the investors. Seems like material information to me. I would bet that a shareholder lawsuit is likely soon, particularly if Rambus management sold any shares in the last one or two months. By the way, was there some sort of disagreement in Dell over whether to try RDRAM at all? Does anybody have some links to it? -- Carl