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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 9:30 AM EST

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To: Ibexx who wrote (65458)	9/25/1998 7:59:00 PM
From: Tony Viola	Read Replies (2) of 186894

Ibexx, yes, Dell is the Energizer Rabbit no doubt. I'm trying to psyche out the Intel investing into Micron Technology thing. Intel had an alliance of some sort going with Samsung. Has the Asian flu put the kibosh on that somehow, and Intel feels a need to solidify a steady supply of DRAM from someone else? Micron is one of the companies licensed to make Rambus RDRAM, per Rambus' homepage. Maybe Intel feels Micron can be one of their key suppliers next year and beyond for RDRAM? Looking closer down the road, maybe Intel sees a need to secure a "guaranteed" source of EDO or SDRAM for their servers, server nodes and motherboards because that business with Xeon is exploding? Intel did buy a ton of DRAM in late '95, I think it was, and got left holding the bag when things slowed. Maybe this gives them a chance to buy more "just in time", kind of like the Dell mode. Enough maybes, just have to see what comes out from 'da source'. Tony

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