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Technology Stocks : AMD/INTC/RMBS et ALL

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To: Charles R who wrote (70)	9/18/1999 2:46:00 PM
From: grok	Read Replies (1) of 271

RE: <I think we are at a time in the industry where it is entirely possible that Intel will not have a CPU at the top one or two speed grades (if not more). If Intel's highend CPU's get introduced at $400 range (that would be very generous if they do not ship the top 1 or 2 speed grades) instead of the customary $600 or $800 range, is there a place for an expensive memory subsystem? > In the near term (rest of this year) I just can't see how AMD can ship enough product to really change anything, except maybe bragging rights. Next year, well, anything can happen by then. Maybe Intel will drop the burden of carrying Rambus on their back.

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