Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Cirruslvr who wrote (83299)	6/12/1999 8:25:00 PM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

Cirr, I admit it's a very complex issue short-term because of the different vested interests involved. However, from a long-term perspective (that's how I view Intel anyway), the .5M invested in MU to become a specialized customer of Rambus memory will be worth it, imo. joey

To: Cirruslvr who wrote (83299)	6/12/1999 8:31:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Cirrus, B. The timely availability of RAMBUST DRDRAM Boy, one presentation by an AMD VP on a new chip and you're declaring another company as BUST? You know, if enough of the really big DRAM manufacturers get behind making Rambus DRAMs, which they are, and Intel is behind Rambus, which they are, and the box makers like Dell want to use them, which they do, those chips will get made and used by the bazillions, and the price will come down. It's that simple. The old Betamax is better than VHS, or MacIntosh is better than Windows type arguments don't amount to a hill of beans when the big boppers of the industry decide to go a particular way. Tony

To: Cirruslvr who wrote (83299)	6/13/1999 4:24:00 AM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

<Joey, which do you think is more important to Intel?> Cirrus, you forgot about: C. The long-term viability of DRDRAM in all of Intel's product lines, from sub-$1000 (Timna) to SMP enterprise server (Xeon/Carmel, among others)? One or two years from now, when DRDRAM takes the lead in DRAM sales, I'll bet no one will be complaining about the current delays that you are so fond of highlighting. And besides, the hot-rod K7 processor will soon be on a platform that supports DRDRAM in the near future as well, so don't think that DRDRAM is an Intel-only push. Tenchusatsu