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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: Road Walker who wrote (104396)6/13/2000 12:38:00 PM
From: chic_hearne  Read Replies (1) of 186894
 
Re: Your rant on AMD folks

John,

Some of us just sit back and watch this fiasco with Rambus and laugh. I wish the others could hold the same restraint. I feel is serves me no good to point out how Intel is screwing up with Rambus. I would rather be quiet and let the cards fall much harder, much later. I have no idea how influencial we are, but I believe we have some influence. The common Intel stockholder is starting to ask about Rambus now and I don't like that. I would rather have the Intel and Rambus PR machines do the talking. Even AMD itself has held restraint with Rambus (it must be very hard for Sanders to keep his mouth shut on this one). I've seen Sanders interviewed and asked about Rambus several times and he always responds with the same scripted line, "if our customers ask for Rambus, we will do it". I think even the flamboyant Sanders knows it's best to keep his mouth shut and let Intel continue to go ahead with Rambus. Over the past few months I've noticed some of the Intel longs say Intel management owes them an answer about Rambus. Without the constant bashing by AMDroids, I don't know if this would be happening. I know we don't hold much influence here, but there's still no reason to stir up a big debate over Rambus and Intel's choice to use it.

chic
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