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Technology Stocks : AMD/INTC/RMBS et ALL

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To: kash johal who wrote (66)	9/18/1999 2:57:00 PM
From: grok	of 271

RE: <folks are buying high speed Athlons (i hope) plus high speed PIII's in huge volumes when a $50 Celeron 400 is adequate. And yet folks pay a $700-800 delta in end system price for no real gains for everyday apps.> Yes, Intel's $300B mkt cap depends on this incredible balancing act of non-linear price/performance. They are masters of it and you can be sure their entire organization is totally focused on perpetuating it. It is a marvel. They are juggling three bowling pins while standing on a board which is balanced on a ball which is resting on a skateboard. And they can do it! Then, for some reason, they decided to add a fourth bowling pin with a Rambus label and get no real benefit from it. Do you think that even Intel may be over extending themselves?

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