Nonetheless, Robertson Stephens analyst Dan Niles said it's not an issue. So today they will put a stake in the ground on when the slip will be. This is a long-term story. As Harmon spoke in San Francisco, some 600 miles to the south in Palm Springs, Intel exec Pat Gelsinger demonstrated a next-generation system that included Rambus technology. Delays for Rambus-powered laptop computers will be even longer.
Some investors are sure to be disappointed with the news.
On Monday, we're going to announce that Guy DuBois, vice president of Sybase Europe, will be our new head of international. Vantive needs some good news. The addition to management should help, but investors would have rather seen a fresh face in the more troubled North American operations. But that wasn't good enough for investors now who want more immediate returns. License fees have a higher margin than consulting fees.