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Technology Stocks : Intel Corporation (INTC)

INTC 41.34

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12:33 PM EST

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To: Jim McMannis who wrote (115546)	11/1/2000 5:09:20 PM
From: Elmer	Read Replies (1) of 186894

Re: "Don't you find it rather interesting that VIA would develop a DDR chipset for P4 without Intel permission knowing full well Intel will sue them based on past experience? OK, let's say Intel doesn't sue them...does Rambus have a case against Intel because they could claim Intel is aiding VIA? Will Intel "pretend" sue VIA to create a smokescreen they aren't really supporting a DDR chipset and pull the lawsuit after Intel makes a DDR P4 chipset...al the while helping VIA with the DDR chipset? That's what I would do if I was Intel...with the agreement that VIA pay a little royalty later on..." That's what I'd do too. Let VIA go ahead and market one, support the P4 ramp and then Intel will finally come out with their own DDR chipset. It's buys Intel time and fills a opening in their product portfolio. EP

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