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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: Doug M. who wrote (80392)	5/4/1999 1:15:00 AM
From: Paul Engel	Read Replies (2) of 186894

Doug - Re: " Rambus, PC133 SDrAM, etc. If Intel can't get the 820 Camino working with whatever DRDRAM chips are available by Q399, the PC133 SDRAM will be a better alternative assuming Intel or Via or whatever has functioning PC133 SDRAM support. PC133 SDRMMs may not be optimum, but non-functioning 800 MHz DRDRAMS aren't exactly optimum either. As for my RAMBUS puts, I have moved all mine into May $50s and January $50s, in addition to the ones that I have already had expired - in my favor. To be frank, the continued delays in Camino/820/DRDRAM should make ALL INVESTORS worried. Hopefully, Intel will pull this sword out of the fire, but I don't intend to burn at the stake if they don't. Paul

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