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Technology Stocks : Intel Corporation (INTC)
INTC 37.81-4.3%Dec 12 9:30 AM EST

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To: Burt Masnick who wrote (104141)6/7/2000 6:51:00 PM
From: Road Walker  Read Replies (1) of 186894
 
Burt,

Great note.

The problem isn't Rambus, it may turn out to be the memory technology of the future. My guess is that early on, Intel made projections on where Rambus would be in quantity and price in relation to Intel's product roadmap. The projections were wrong. And their risk management somehow broke down. I wonder where they are NOW, if there is someone making good decisions.

On another subject, Intel's paranoid culture encouraged them to institute a training program on antitrust behavior. Today is a good day to be thankful that they had that foresight.

John
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