SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Engel who wrote (58394)6/21/1998 10:35:00 PM
From: kash johal  Read Replies (2) of 186894
 
Paul, I think this is a pretty good move for Intel.

The memory business is cyclical and they are buying in at the bottom of the cycle. It is quite possible 3-4 years from now when we are at a shortage situation the investment alone could pay back 2-3x.

Next as you know the very low end market is moving to single chip/module. (What NSM is calling PC on a chip). As Intel does not have current leading edge DRAM capability it will need it if this market will take off. I can certainly can envision whole arrays of novel products with embedded DRAM.

I think this is a great strategic move for Intel.

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News