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To: TheStockFairy who wrote (35768)	4/23/1999 7:15:00 AM
From: Earlie	Read Replies (1) \| Respond to of 86076

Thread: Yesterday, I posted a comment about Rambus. I was headed for a meeting when I received a message from a previously impeccable source relating to Rambus. Normally, I always confirm this type of information but did not do so due to time constraints. Further checking now confirms that the information provided was not entirely accurate. Charts were posted that suggested that Rambus enjoyed no advantage over DDR, but they were not posted by Intel Engineers as I had been led to believe. Certain Intel engineers did PRIVATELY concede to others that those charts could be interpreted as proving that Rambus holds no advantage over DDR. That is very different from what I was told, and what I posted. There is a lesson here, and it is one that I thought I had previously well learned. While I am bearish with respect to Rambus, I will have no part in posting information that is inaccurate. I have posted a reference to this note on the MB thread and on the Rambus thread. We all get taken in once in a while. Best, Earlie

To: TheStockFairy who wrote (35768)	4/23/1999 8:26:00 AM
From: J. P.	Read Replies (1) \| Respond to of 86076

Brilliant, Bravo, now if you can't sell anything but Celerons, and they are your weak margin product, and your high end Pentium III is a flop, then screw it, you make a press release saying you are an Internet company. The sad part is that it's probably going to work. I'm looking forward to the day when brains and a vision of the future financial success of a particular business without accounting tricks is what makes for successful investing. It actually used to work at one time. This earnings season is brilliant, here's the IBM formula that works: 1. Coach analysts expectations down 2. Find out what the 'whisper' number is 3. Beat that whisper number by a penny, or if you need a good stock lift, beat it by a dime 4. If you actually didn't earn the money through your core business, that's ok you can issue debt to buy back stock, or you can use cash to buy back stock.