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Strategies & Market Trends : Steve's Channelling Thread
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To: Jdaasoc who wrote (6998)10/31/2000 4:18:31 PM
From: Zeev Hed  Read Replies (1) of 30051
 
John, someone asked me in a PM about RMBS and the "secret" leak that INTC is taking the bu$$ off its future road map. My answer was maybe, but the following three things must be considered:

a. RMBS might very well win all the DDR and SDRAM because of its IP.
b. Maybe that leak was a ploy to lull AMD into the belief that their DDR strategy is the right one, and in the meanwhile, INTC will cascade a plurality of RMBS based products down the pike.
c. Another possibility is that leak will simply be denied by both INTC and RMBS.

In the meanwhile, however, the bu$$ is still in a long term down trend, and who knows, I might still get my old GTC at $122 (well, I changed it this morning to $128 ($32 in the post split era). G

Zeev

In edit, a nice grub at 7000!!!
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