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Technology Stocks : Intel Corporation (INTC)
INTC 40.56+10.2%Nov 28 9:30 AM EST

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To: Windsock who wrote (106096)7/24/2000 4:25:00 PM
From: Jim McMannis  Read Replies (3) of 186894
 
Windshock,
RE:"You keep repeating this statement about "only Rambus is allowed" as if it were fact. The statement is based on speculation from some Yahoo idiot and is UNTRUE.
When Rambus filed papers with the SEC for its IPO, the Intel agreement was one of the Exhibits. There is no restriction in the Rambus/Intel Agreement that bars Intel from the use of memory technology other than Rambus.
--
"USE"?
This skirts the question whether Intel can design and/or make a DDR chipset. Sure they can design a chip that uses DDR but if they have to rely on a Taiwan chipset to impliment it then that's a BIG negative, IMHO. Intel started to make their own chipsets years ago to avoid that didn't they?

RE:"Another Hint: Intel has already stated that it will use DDR memory in the server area."

I would feel a lot better if Intel makes their own chipset.

I'm getting ready to really load up on Intel stock (after wall street is convinced the Computer is dead)but I'm not sure if all the apparent blunders are already figured into the stock. Especially the chipset thing where Intel has been strong...(the RAMBUS fiasco not withstanding)

Jim
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