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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 9:30 AM EST

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To: Joe NYC who wrote (133549)4/28/2001 12:49:57 PM
From: Road Walker  Read Replies (1) of 186894
 
Joe,

re: "You must have misunderstood the numbers Barry posted."

It really has nothing to do with Barry's numbers. I'm thinking about a P3 to P4 volume crossover sometime early next year, and the ramp that might suggest for Rambus volume, and subsequent price. I know there are other fasctors, including the ability of P4 to use SDRAM and DDR.

Still, something to think about. I think the folks that keep repeating the mantra "Rambus is dead" might want to keep an open mind. Things change, sometimes.

John
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