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Technology Stocks : Intel Corporation (INTC)

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3:59 PM EST

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To: steve harris who wrote (91396)	10/31/1999 2:05:00 AM
From: Dan3	Read Replies (2) of 186894

Re: all refer to the iNTEL News Network PR article... It's the only one I know of so far. Did you note that while Dell was expecting to be able to ship some PC700, IBM looks to be limited, at least initially, to mostly PC600? Once rambus systems are actually out there with something other than the cherry-picked 800/40 parts sent to reviewers, the word will be out on rambus performance. Intel seems to be becoming desperate to keep PC133 off the market, at least until they have their own PC133 and DDR chipsets out - they clearly understand that people aren't going to want to pay more for slower memory if there is any choice at all. If PC600 and PC700 get the cyrix rap (bottom feeder performance level despite the high "PR" number - translates to "rambus" designation). Nobody's going to be willing to pay rambus prices for most of what gets produced, bin splits will become yields, and prices will have to be raised. Regards, Dan

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