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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: Ignatz who wrote (103509)5/18/2000 4:49:00 PM
From: Road Walker  Read Replies (1) of 186894
 
Ignatz,

A few thoughts.

One, if the memory makers have firm, non-cancelable orders for SDRAM, then I would suspect that they would want the same from the Intel OEM's for RDRAM. Not unusual in a capacity constrained environment.

Two, I would like to see a second source for the article. As time goes on, I get more suspicious of the news.com media.

Third, the way the meeting was characterized, and with no named sources, makes me suspect an axe to grind.

John
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