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Technology Stocks : Intel Corporation (INTC)

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To: Jim McMannis who wrote (161050)	3/4/2002 6:13:35 PM
From: Tenchusatsu	Read Replies (2) of 186894

Jim, <DDR hasn't done much in mobile space because the OEMs go "cheap" when they are scared...> Scared of what? AMD had more than enough time to bring DDR to the mobile market and beat Intel to the punch. But AMD lost that opportunity along with most of their mobile market share in 2001. Meanwhile, Intel now has DDR across all market segments now, from desktop to server to mobile. Sure, Intel was late to the DDR game, but it's not like the anti-Rambus coalition did well on their own without Intel's help. And they pretty much had everyone else in the industry pulling for them ever since RDRAM was released in 1999. Tenchusatsu

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