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Technology Stocks : Intel Corporation (INTC)

INTC 43.75

+0.6%

Dec 3 3:59 PM EST

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To: Tony Viola who wrote (69805)	12/12/1998 10:53:00 AM
From: dmf	Read Replies (1) of 186894

Tony and thread: Will Rambus memory be another incentive to upgrade? If Rambus is not backward compatible, anyone wanting the benefits will need to buy a new high-end PC. Doesn't this give us reason to believe the next few years will be mighty good to Intel even if the roadmap should indicate a few swerves along the way? I've been thinking Rambus was dependent on Intel, which is true now. I just saw it differently and (hope I'm right) now believe Rambus will propel Intel. No wonder Intel has heavily invested in RMBS and MU. I may be the only one on earth that didn't quite get this. If there are massive upgrades for Y2K and then a steady conversion to computers that support RDRAM, the "current" cycle could last for years. Please, tell me if I'm crazy or if I'm making any sense at all. Thanks, dmf

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