Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 9:30 AM EST

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To: Barry Grossman who wrote (83233)	6/10/1999 8:40:00 PM
From: grok	Read Replies (1) of 186894

This is a very interesting post! The part I liked most was: "'Rambus is this nice, fast, sexy device. You want performance, you've got to pay for it. There is no free lunch,' Tabrizi said. Memories account for 5 to 7 percent of a PC's cost these days, Kanadjian said, and panelists believe PC OEMs are willing to see that inch up to near 10 percent for Rambus. 'The OEM criteria is to have the Rambus memory fit within the budget they've allocated,' Kanadjian said." The translation of this is: "After 3+ years of falling dram prices we think maybe we can reem the box makers on these rambus chips."

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