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

To: Pat Hughes who wrote (47593)	7/20/2000 8:06:36 AM
From: capt rocky 1	Respond to of 93625

yeah, i agree. tate on tv is a non event also. but action speaks louder than words. maybe a vice president for public relations is in the cards? i think tate must play it close to the vest with all the negociations on going. rocky

To: Pat Hughes who wrote (47593)	7/20/2000 8:29:41 AM
From: richard surckla	Respond to of 93625

Pat... >>I think he is horrible at telling the Rambus story.<< What do you expect... he's an Engineer!

To: Pat Hughes who wrote (47593)	7/20/2000 10:42:07 AM
From: blake_paterson	Respond to of 93625

Hi Pat: "I listened to the conference call and did not think Tate exuded ANY confidence." While I share your concerns, I also think that confidence or exuberance at this point is veerrryy risky, given all the guns pointed their way, the difficult patent discussions underway, and the valuation issues which you have pointed out. I'm comfortable with his style right now, focusing on the facts, underpromising and keeping expectations modest. The fundamentals of this company are just too volatile right now. They likely could have booked a prorated part the Hitachi settlement fee this Q, along with some of the Toshiba monies, and shown a nice surprise, IMO. But they chose instead to save it for next Q, w/ a likely outcome of either a dramatic ramp-up, or preserved earnings growth (if shortfalls happen this Q). All IMO. BP