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Technology Stocks : Intel Corporation (INTC)
INTC 35.92-0.1%12:56 PM EST
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To: Paul Engel who wrote (58430)6/22/1998 1:30:00 AM
From: Jeff Fox  Read Replies (1) of 186894
 
Paul, Kash, re:DRAM:"I think this is a great strategic move for Intel."

I agree about the "strategic" bit. Long term the memory business looks bleak. But this looks great to me as a short term (five year) tactical RAMBUS part deal. As a bonus - depending on timing - Intel might make a tidy sum on currency changes if the Won recovers from its current collapse.

Meanwhile I wonder which company will have a lock on the first few years of Direct Rambus compatible memory?

Jeff
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