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Technology Stocks : George Gilder - Forbes ASAP

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To: Rick Kiray who wrote (77)9/26/1997 8:11:00 PM
From: George Gilder   of 5853
 
I'm afraid I had nothing to do with that rather ridiculous
though provocative headline about shorting Intel. I certainly
do not advocate shorting Intel. However, the bottleneck in
new computer architectures, and thus the arena of greatest
potential value added, is no longer in the microprocessor
but in the memory access technology which requires the integration
of logic on DRAM. David Paterson's model sees his design prevailing
first in DSPs. NeoMagic, I believe is the name, has already
built a large graphics chip business on this architecture, and
watch out for Mitsubishi, Samsung, Micron/LSI Logic, and TI,
among others.
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