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Technology Stocks : AMD/INTC/RMBS et ALL
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To: Dan3 who wrote (37)9/11/1999 4:16:00 PM
From: kash johal  Read Replies (1) of 271
 
Dan3,

Re:" 810e chipset"

I agree it is a done deal.

I also believe that Intel will hold off until it surveys the 820/DRDRAM market response.

If Rambus supply falters or performance is lacking they will push 810e hard.

Otherwise they won't start pushing till Q1 2000.

IMHO this is very clever and proper for INTC to hedge their bets this way.

regards,

Kash
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