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Technology Stocks : Intel Corporation (INTC)
INTC 36.08-3.2%Dec 17 3:59 PM EST
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To: Paul Engel who wrote (112712)10/7/2000 10:56:35 AM
From: Jim McMannis  Read Replies (2) of 186894
 
Paul.
RE:"Goliath is reportedly perfecting its desktop-DDR capability to support either an upgraded Pentium III or the projected mainstream desktop Pentium 4, code-named Northwood"

Don't you see a couple of problems here?

1."projected mainstream desktop Pentium 4"? By announcing Tualatin P-III, didn't Intel say that P-III was going to be
mainstream in 2001?

2. So Almador will be capable of working with a P-III AND a P-4? All I can say is that I wish Intel a lot of luck.

RE:"But in any case, the timing options are far in advance of 2003, the timetable permitted under Intel's licensing agreement with Mountain View, Calif.-based Rambus to introduce its own desktop-DDR chipset. Analysts and chip-industry executives say they have little idea how Intel might try to finesse its Rambus pact restrictions to unveil a DDR chipset as early as next year"

I wonder if this has Rambus' approval or not. It looked for a minute there that Rambus was going to sue AMD and Transmeta and not Intel over DDR. Perhaps, in a smoke filled room, there is a deal for Intel to pay Rambus DDR royalties. OTOH, it would be interesting to see Intel to go DDR and leave Rambus to sue.
At any rate, all this seems to indicate that Intel is saying "to h$ll with Rambus", we aren't going to let them ruin us.
Perhaps Rambus stock will be a good short?
Jim
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