Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 41.41

+2.2%

Dec 5 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Tony Viola who wrote (104021)	6/6/2000 8:20:00 AM
From: Burt Masnick	Read Replies (1) of 186894

Tony and all Intel investors - Intel's devotion to Rambus has claimed another victim with the delay of Timna. For a conservative company, I believe they took a gamble on Rambus being ready for prime time and cheap to boot. Neither was true and they are paying the price. Rambus may eventually turn out to be just the ticket, but Intel's timing and execution have been awful. And I am certainly a long time holder (1983). This dunderheaded strategy will be studied in business schools for decades. They walked a high wire with a defective net. Thank goodness they are not a 1-mistake company. And they may have lucked out in freeing wafer starts to other products. But they will also let via sneak in the back door and that's no good either. Burt

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next