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

To: Dan3 who wrote (92383)	11/14/1999 1:50:00 AM
From: Car L	Read Replies (1) \| Respond to of 186894

To all - sjmercury - Saturday, November 13, 1999 Intel targeting high-end servers sjmercury.com

To: Dan3 who wrote (92383)	11/14/1999 11:32:00 AM
From: Tony Viola	Respond to of 186894

Dan, Re: "Another thought to consider is that, despite what we on these message boards consider to be of vast importance, the majority of PC Buyers buy IBM or Compaq or Dell or Gateway, and leave the component choices up to the OEM." Not exactly. How do you explain the 'intel inside' jingle at the end of every Gateway and Dell TV commercial. Then there's the 'intel inside' logo on every PC that has Intel inside. It's even on big servers that only get seen by sys admins and engineers. Wildly successful, the intel inside market ploy. It's cost Intel millions, but paid off far more. And I would guess that the OEMs, even Gateway and even Dell are getting pretty sick and tired of the whole rambus thing. They must have been told by Intel that there wouldn't be price, availability, or performance problems and they've gotten all three. Don't know. The jury is still out here, IMO. I haven't opted to buy any RMBS, so I have my doubts too. The fact that they're associated with DRAM so much turned me off, but the royalty thing, I guess, pushes that aside. The performance and price issues remain to be played out. If Rambus takes off, I suspect the price thing will get worked out with huge volume pricing. Performance, I don't know. I've seen it look better, worse, or about the same. AMD has made using the Athlon real easy, there is one chipset, the chipset works, and it works with memory that is available at a competitive price. Took a while, didn't it? Tony