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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: Paul Engel who wrote (128625)3/1/2001 3:44:40 PM
From: Scumbria  Read Replies (3) of 186894
 
Paul,

P4 is an expensive processor, and it is tied to very expensive DRAM. Intel can't build a P4 DDR memory controller too fast. They shouldn't be hedging about this, or they will get murdered by dirt-cheap high-speed Palomino/DDR systems.

The weather has turned warm up here. You should come up and play some golf.

Scumbria
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