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Technology Stocks : Intel Corporation (INTC)

INTC 38.08

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3:10 PM EST

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To: Joey Smith who wrote (104056)	6/6/2000 10:16:00 AM
From: Burt Masnick	Read Replies (4) of 186894

Joey, since there are an awful lot of very bright folks over there at Intel, there must have either been massive gullibility on Intels part vs the likelihood of smooth ramp of Rambus parts or massive overoptimism on Rambus's part. Maybe both. You are right. What is galling is that the backup plan - the MTH part - was malexecuted somewhere along the line. In retrospect, the better way was to prepare two distinct processor parts - one for Rambus and one for either conventional ram or DRDRAM. I'm hard pressed to understand why Timna needs Rambus. Sort of like saying your Chevy Geo needs a V8. Am I missing something? Burt

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