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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 9:30 AM EST

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To: Cirruslvr who wrote (103558)	5/22/2000 7:47:00 AM
From: Road Walker	Read Replies (1) of 186894

Cirruslvr and Tony, re: Rambus/Willy My semi-worthless opinion and conjecture. When Intel first chose, and invested in Rambus years ago, they must have believed that the technology could become the industry standard. The support they have shown for Rambus has been more than adequate to this point, and it could be argued that it is what brought Rambus to their present position. I hope the report is true and that Intel will become agnostic with the memory it's processors and MB's support. It seems to me that Intel has done it's job, the incubator stage is over for Rambus, and they should let the market decide which memory format is the best. The issue has become polarized, and if Intel picks a side they risk losing business based on memory decisions and confusion. BWDIK, maybe there is a scalability to Rambus performance that makes today's sacrifice worthy of the future benefits. John

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