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Technology Stocks : Intel Corporation (INTC)

INTC 36.78

+2.7%

Nov 26 3:59 PM EST

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To: Road Walker who wrote (106019)	7/20/2000 7:35:57 PM
From: Tony Viola	Read Replies (2) of 186894

John, I don't know if the discussion of P4/Rambus at the CC was posted here. I forgot to, but this article captured it well, as I recall (Intel leaving the door open to something other than Rambus). Also, the article is quite objective (not sure the author was listening to the same CC that I was). Tony Responding to several analysts' questions on the subject, Intel left open the possibility that it will design a non-Rambus chip set. "We still view this memory technology as the best at delivering overall performance at the platform level relative to our microprocessors. It is still on our road map as a primary memory technology," Otellini said. "That's not to say that we won't have other memory configurations on another chip set to take advantage of different price points in the marketplace." Essentially, Intel is hedging its bets, Kumar said. "They are not taking a position on whether they will let the P4 be crucified on the Rambus cross," he said. "If there is enough pushback from the OEMs, they'll have a backup strategy and go with the SDRAM." zdnet.com

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