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Technology Stocks : Intel Corporation (INTC)

INTC 34.32

-1.2%

Nov 18 3:59 PM EST

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To: Glenn Norman who wrote (101384)	3/23/2000 2:30:00 PM
From: Jim McMannis	Read Replies (2) of 186894

Glenn, RE:From Bilow, "Intel is still in deep trouble with AMD, at least 50% because of the RDRAM fiasco, and it will take a long time for them to get out of the mess. It just isn't that easy to redirect a processor to a radically different memory interface, those are big complicated chips with long design and debug times built in".. Intel seems to think AMD is a threat and Bilow points out that Intels support of RMBS doesn't help matters. I'll bet Intel thinks RMBS has been a big problem too and is feverishly working to backtraack and cover DDR as well. So where do you see the problem with Bilows post? RE:"This post from the RAMBUS Thread - it is predicting INTELS demise in the face of the AMD onslaught!<ggg>" Nice of you to join in and become one of Pauls sisters but Bilows note doesn't really bear out your neat little prediction. I believe Intel is smart enough to push RMBS off the stern if need be. All the best, Jim

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