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Technology Stocks : George Gilder - Forbes ASAP
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To: Brad Rogers who wrote (76)9/26/1997 11:27:00 AM
From: Rick Kiray   of 5853
 
A couple of days ago I was reading my Forbes ASAP, and had to laugh at GG. He suggested that Einstein might short INTC. He said that in the last 20 years it was a bad idea to bet against MU. Well I think he should check the record of how people did in the last 20 years betting against INTC? He suggested that the memory makers will steal INTC's business because memory and processors will be on the same chip. Let's think about this. Who will more easily be able to build systems on a chip? A company that has the complex processor design and only needs to add the commodity memory, or a commodity chip maker that needs to add complex processor functions? The answer looks obvious to me, but it exactly opposite from what GG claims.

Rick
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