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

To: unclewest who wrote (19636)	5/5/1999 1:01:00 PM
From: jopawa	Read Replies (1) \| Respond to of 93625

uncle, >>reading the tape...we have several super block (10-20K share) buys today. the first i have seen this week. unclewest "gone fishin" << I decided to double down. Now if Steele would oblige we'd see 70<gg> John

To: unclewest who wrote (19636)	5/5/1999 1:25:00 PM
From: Dave B	Respond to of 93625

Uncle, I agree. If they tried to provide any significant negative news at a private meeting like this, not only would we be pi**ed, but can you imagine how the other investment houses would react! Compaq took a tremendous beating in the analyst community for the slip that one of their executives made last February in a private meeting when he said that the quarter was looking soft. Tate/Harmon wouldn't do it. Dave p.s. BTW the ball isn't in Rambus's court anymore. It's really up to Intel to provide any significant positive or negative news (since they control the Camino schedule) or the individual manufacturers (to let everyone know when they're shipping real product). <edit: Just re-read your message, unclewest, and saw that you already made this point>

To: unclewest who wrote (19636)	5/5/1999 3:58:00 PM
From: TST	Read Replies (2) \| Respond to of 93625

Your exactly right. My only point being that to expect any upside bias from any MS meeting today is unrealistic. That is not the purpose of such meetings I suspect. You are a huge help & a great source of info., keep it coming, thanks.