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Technology Stocks : Intel Corporation (INTC)
INTC 48.96-2.5%10:02 AM EST
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To: Paul Engel who wrote (32796)9/25/1997 10:30:00 PM
From: rich evans   of 186894
 
Paul , I am not tech educated so this may be stupid question. Do you think MU or the Japanese/Korean Dram companies are intels future competition based on the system on a chip idea and combining memory and processor and other functions on one chip especially using IBM new copper processes, UV, 300 wafers,.1 micron etc. And where would this leave rambus i.e. and would the new model companys split design and fab even more than now? Also would this require a simpler PCB and change that industry{ I own PCB stocks}

Rich
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