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

To: Don Green who wrote (21537)	6/2/1999 9:18:00 PM
From: grok	Respond to of 93625

RE: <from the editor of Electronic News> I just went back and reread the original article. This guy is a weasel.

To: Don Green who wrote (21537)	6/2/1999 9:23:00 PM
From: MileHigh	Read Replies (1) \| Respond to of 93625

This really is tabloid journalism. What do you bet we all read the story next week now!? They have peaked our interest. They want the page hits. MileHigh

To: Don Green who wrote (21537)	6/2/1999 9:25:00 PM
From: ribman	Respond to of 93625

What a piece of work! eom

To: Don Green who wrote (21537)	6/2/1999 10:42:00 PM
From: Don Lloyd	Read Replies (1) \| Respond to of 93625

Don - (...For the record: Electronic News stands by its story that IBM will use PC 133 SDRAM instead of Rambus DRAMs for its next generation of PCs and that IBM is negotiating to sell its brand new Rambus testing equipment and related intellectual property to Taiwan's nan ya corp. EN also stands by its on the record analyst viewpoints that the moves by IBM indicate weakening in its support for Rambus...) The part about 'Rambus testing equipment' is ambiguous without knowing more facts. Interpretation 1. - IBM is fed up with Rambus and is cutting its losses by selling its expensive and now unneeded surplus Rambus test equipment to a Taiwanese company. Interpretation 2. - IBM has developed both proprietary test equipment and software to develop and test Rambus memory and is now selling the marketing and production rights to to a Taiwanese company. Number 1. is what comes across at first reading, but number 2. is made more likely by the reference to 'related intellectual property'. Regards, Don

To: Don Green who wrote (21537)	6/3/1999 12:20:00 AM
From: Boplicity	Respond to of 93625

He is digging a deeper hole... Greg

To: Don Green who wrote (21537)	6/3/1999 12:56:00 AM
From: J_W	Read Replies (1) \| Respond to of 93625

Don, ... EN would like state that IBM and Rambus were given the opportunity to confirm or deny this story in the middle of last week and both declined to do so. Furthermore, neither IBM nor Rambus have contacted Electronic News to deny any portion of our story or to ask for a correction or clarification, despite repeated requests this week for them to do so. The reason is simple: the story is correct in word and fact, only the implications are up to interpretation. IBM and Rambus have decided to inject FUD into the market by accusing us of doing the same. They have declined to discuss the story point by point because it would result in the inevitable confirmation of the story unless they were disingenuous. So if nobody wants to respond, then the story must be true. How sad they call this journalism. There is nothing that requires Rambus or IBM to respond to any EN request. Without official confirmation/denial of the story from either company, EN did not have a story. If someone had advance knowledge the EN story was going to be released, and used that information to place trades, then I believe that would be a violation of the law. But I am no expert in that area. Maybe someone else could comment on that. I see this situation as being no different from that event a while back where some guy planted a false story on the Internet pertaining to a buyout of a company and used the story to his trading advantage. The first amendment allows freedom of expression and I support EN's right to publish whatever opinions they may have. But it does not allow yelling fire in a crowded theatre. I would venture to say that RMBS is a pretty crowded theatre. I wonder how many people sold shares at a loss Tuesday based on that story? I think this event should be investigated by the SEC. Jim