Intel Corporation (INTC) Message Board

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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 (109472)	9/7/2000 11:10:39 PM
From: Dan3	Read Replies (1) of 186894

P4 held hostage. It looks like the P4 is going to be the first loser in the war between Rambus and the DRAM FABs. They memory makers all seem to be walking away from RDRAM (except Samsung) so Samsung will produce no more than they are absolutely sure will sell at a premium - taking zero risk of overproduction, since they have no market share worries. P4 is limited to the smallest volume in Samsung's worst case scenario. Meanwhile everybody else is selling SDRAM and DDR at a little over cost, and that cost is low due to economies of scale. So until P4 gets some SDRAM or DDR chipset support, it is at a major price disadvantage and capped in potential sales - no matter how well production goes. And with the various production snafus Intel has experienced over the last year, Samsung won't be expecting much, so Intel can't very well go all out anyway. Samsung cuts back so Intel cuts back so Samsung cuts back.... It's a vicious circle leading to a marginal rollout, at best. Dan

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