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Technology Stocks : Intel Corporation (INTC)
INTC 37.71-0.3%2:05 PM EST
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To: FJB who wrote (66708)10/15/1998 12:54:00 AM
From: kash johal  Read Replies (2) of 186894
 
Bob,

Pauleron has his own pwivate thwead don't you know?

In the conference call they skirted the unit volume and ASP numbers quite a bit.

Q4 will be interesting.

Can you imagine how capacity constarined they will be with the 1-2Mb on board cache devices.

Intel is becoming a RAM company. Instead of designing great high performance CPU's they are adding cache and packaging innovations.

Regards,

Kash
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