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

To: kash johal who wrote (83321)	6/13/1999 1:54:00 PM
From: denni	Respond to of 186894

>>However if demand is low and prices high (most likely) scenario I just don't see why they would keep investing in $6M testers etc. you got it all wrong? the demand will be sky high with intel riding on top of the magic bus.

To: kash johal who wrote (83321)	6/13/1999 2:33:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Kash, If they make no more money with RDRAM than SDRAM then they simply won't make the investments required to keep ramping up RDRAM support. Might come down to the old VHS vs. Beta, or Mac vs. Wintel. The most sensical one doesn't necessarily win, more often, the one with the momentum and backing does. It'll be interesting no doubt. All these DRAM guys are losing money. Isn't that supposed to all change in the next golden era of semiconductors, which we're now entering? Tony