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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: grok who wrote (82257)6/1/1999 1:23:00 AM
From: Scumbria  Read Replies (1) of 186894
 
KZ,

I'm back from some marathon sessions with DRDRAM experts. To summarize:

1. IBM was not a big player in the DRDRAM market. Most of it comes from Asia.
2. Intel backing off on their DRDRAM ramp should make parts more accessible to other users.
3. DRDRAM is an essential technology for graphics and networks.

Rambus should weather this OK, after the initial panic is over.

Scumbria
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