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Technology Stocks : Intel Corporation (INTC)

INTC 33.62

-4.2%

Nov 20 3:59 PM EST

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To: kash johal who wrote (83285)	6/12/1999 3:59:00 PM
From: grok	Read Replies (2) of 186894

RE: <Some DRAM vendors said that by withholding support for 800-MHz Direct RDRAM in the 820 chip set, Intel is ensuring PC makers will buy the slower-running 600-MHz chips, which are "down-binned" devices that fail to meet the timing specifications of 800-MHz Rambus. Since early RDRAM yields will be heavily weighted toward the slower-speed devices, Intel is in effect creating a market for chips that otherwise might be passed over by PC makers looking for more performance.> This sounds like the actions of a monopolist dictating to the market. But to force 600 MHz Rambus down the throats of box makers who don't want Rambus in the first place will just make Coppermine less appealing. Just what Intel needs with K7 looking good. In fact, this makes even K6 look better! Intel had better find a rabbit to pull out of the hat very quickly or this will go down in history as the Great Rambus Fiasco of 1999.

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