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Technology Stocks : Intel Corporation (INTC)

INTC 40.56

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Nov 28 9:30 AM EST

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To: Road Walker who wrote (111463)	9/26/2000 7:09:13 PM
From: chic_hearne	Read Replies (2) of 186894

Re: WAIT A MINUTE! Chic just posted that none of the DRAM manufacturers were supporting RDRAM. You MUST be wrong. John, Sorry if I wasn't clear. There is already enough DRDRAM on the market for 1-2% of computers. My point was that this number is likely not to increase by much. I'd say to 5% at best. This means that the P4 can't ramp beyond the available supply of DRDRAM. I don't think Intel would have any problems going to 25% or more P4's by this time next year, but this simply won't happen if there isn't sufficient supply of DRDRAM. chic

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