There you go again Carl, you remain FOS. Full of spin, that is.
Why do you continue to hammer on ma' and pa'? If you were straight up on this point, you would never invest a penny in any sectors other than memory. No biotek, especially. Under your theory, you are not qualified to risk your money in INCY.
Of course INTC has (and has had) a backup plan, lest the BOD and senior management be fired for incompetence and lack of fiduciary responsibility. And Bubba (or ma' and pa', if you like) knows this. Will they execute on this plan? Different question. In my uneducated, Bubba-like opinion, I view this as totally unrelated to the technology itself, which you say is dead, dead dead. A claim that is full of spin.
Production issue? Yes. Production Technology issue? Yes. Inflection point? Yes. In the meantime, key RMBS fundamentals haven't changed:
a. RDRAM is the INTC desktop memory roadmap for the future.
b. Dell is 100% behind the RDRAM solution.
c. Other boxbuilders are behind the RDRAM solution, to varying degrees.
d. DDR will be the mainstream server solution for the foreseeable solution.
e. No DDR chipset for desktops are available. Only alpha / beta.
= No DDR desktop platform
= No DDR desktop product
= No DDR desktop demand
= Desktop Vaporware!
f. PC's are and will represent < 40% of RMBS applications for the next 5 years.
Bubba |
