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Technology Stocks : Apple Inc.

AAPL 278.79

-0.7%

Dec 5 9:30 AM EST

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To: Robert Salasidis who wrote (5135)	9/23/1997 5:29:00 PM
From: Bill Jackson	of 213173

Robert; Intel may try to parlay the Rambus license, and the funny chip carrier and the need for a chip set into a proprietary gap that will last about 6 months until the competition end runs it. In that 6 months they will try to wrench the market far enough along it's new path to make it a de-facto new standard to inhibit AMD etc. However they do not seem to realize that the standard is rapidly losing it's dependance on Intel, and it becoming a 'Gatescode' standard. Any chip that will run gatescode will sell, and any chip maker can licence Rambus for a small fee.(most memory makers are on line) so there may be a failure for Intel in this endeavour. A split standard will ensue with more expensive ones having "Intel Guts" stickers, and the others guaranteed "Intel free" Remember IBM failed in a similar attempt. Bill

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