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Technology Stocks : Intel Corporation (INTC)
INTC 35.89+4.0%3:16 PM EST

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To: Paul Engel who wrote (132237)4/13/2001 8:59:25 AM
From: Dan3  Read Replies (3) of 186894
 
Re: Intel competes with AMD in everything AMD makes

Well, attempes to, anyway.

What do you think about Rambus's forecast of a 20% drop in revenues for next quarter?

P4 (Intel's competition for Athlon) uses only Rambus memory, and it's pretty clear that P4 hasn't been using much Rambus memory (next quarter's license fees reflect this quarter's sales).

Maybe they've been selling P4 systems without memory - I hear they make excellent doorstops.

:-)
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