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

To: Dave B who wrote (16697)	2/25/1999 11:42:00 PM
From: Gary Wisdom	Read Replies (1) \| Respond to of 93625

After all these upgrades, Rambus is down 5/16 for the month of February. Not particularly impressive. In fact, it's down still from when Edelstone upgraded it in early February. He's losing his punch obviously. They really pounded the Sox today as AMAT, MU, INTC and RAMBUS really took it on the chin, for sure. Amazing, isn't it? These a**holes target something every single day. If it's not the Dot, it's the MSH, or the Sox, or the whatever. Wish I knew what it was in advance. Would make this a lot easier.

To: Dave B who wrote (16697)	2/26/1999 11:41:00 AM
From: Dave B	Read Replies (1) \| Respond to of 93625

Herman didn't make it over last night; he's also sick. So I pointed him to your message, MileHigh, and he said he'd look at it and get back to me. I also gave him an update on the IDF, and when I got to the part about the delay until late Q3 he was surprised. He said that the person who originally told him about the delay had said that they were going to be getting sample parts in to work with soon (like this week or next). If that was the case, he said, then they couldn't be 6 or 7 months away from shipping. So he thought that Intel may have been trying to be conservative in their schedule. However, DO NOT go out and load up based on that comment <G>. Like always, we'll just keep our eyes open. Dave B