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To: EricRR who wrote (108626)8/27/2000 3:54:02 PM
From: chic_hearne  Respond to of 186894
 
Re: As much as I'd like to believe the quote and cite such a delayed rollout to bash Intel, I think it's more likely that Edelstone is just an idiot.

Eric,

Edelstone is the most clueless ANALyst about semiconductors. He maintains a "strong buy" with a $200 target on Rambus. He actually believes that DRDRAM is going to take over even though all signs point the other way. If he came out and said that DRDRAM was dead, but he believed that Rambus would get royalties from SDRAM and DDR, he would still be clueless, but less clueless than his current analysis of Rambus.

chic