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Technology Stocks : AMD/INTC/RMBS et ALL -- Ignore unavailable to you. Want to Upgrade?

To: dumbmoney who wrote (56)	9/18/1999 2:30:00 AM
From: grok	Respond to of 271

Gee, I wish I had said that.

To: dumbmoney who wrote (56)	9/18/1999 12:13:00 PM
From: Charles R	Read Replies (1) \| Respond to of 271

<I can make a (weak) case from Intel's point of view. It goes: we want to put Rambus controllers on future CPUs for various reasons, so to make sure that works let's bite the bullet early and force the DRAM industry to produce DRDRAMs in high volumes. That's not a customer benefit argument, obviously. In this scenario today's customers are unwitting pawns in Intel's longer term game.> I agree with what you say and I WAS bullish on RDRAM penetration into PCs for that reason. For a long time I thought that Intel was going to RDRAM with Timna and all the talk about RDRAM this year was a market building effort (get the market pumped up so that supply will be there by the time Timan comes in). It shocked me when I learned, a few months back, that Intel had not planned an alternative for PCs for this year and was in fact trying to kill off PC133. That to me was a sign of desperation and not strength. And even the bullishness about RDRAM's future in PCs waned when one day when a contact told me how Intel is reevaluating memory technology plans for all their future products. P.S.: Don't get me wrong, I still think there are good niches for this technology - my concerns have to do with valuation and understanding at what price I should plunk my money in to RMBS.