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: Tony Viola who wrote (93633)	12/9/1999 11:21:00 AM
From: Glenn Norman	Respond to of 186894

Yo_Tony...............Sorry to jumpout of "Lurk Mode" on you, but I have some thing for you to think about: Re:Too many possibilities for problems with all the too-tight tolerances among Intel-RIMM Mfrs. -Rambus. Sounds like every system might have to be crafted/tuned with a high speed scope and a logic analyzer. The more exacting manufacturing tolerances are and the more stringent quality control requirements are, the more likelyhood of better, trouble-free INTERCHANGEABILITY. (Think of parts manufactured for a jet engine as one example) Salude, and as always - good trading - Norman.

To: Tony Viola who wrote (93633)	12/9/1999 11:56:00 AM
From: kash johal	Respond to of 186894

Tony, Re:"From an investing point of view, though, looks to me like the Rambus 400 MHz (double pumped to get 800 Mbit/sec.) might be just too much over the edge right now. Too many possibilities for problems with all the too-tight tolerances among Intel-RIMM Mfrs. -Rambus. Sounds like every system might have to be crafted/tuned with a high speed scope and a logic analyzer. I'll certainly leave Rambus investing to those with more tolerance to roller coasters than I have. (RMBS +5 1/4, INTC +5/16), RTQs." But Tony you are a Rambus investor due to Intel betting the farm on Camino/RDRAM and crippling the SDRAM options. Seems amazing to me that you can see the obvious that RDRAM was not ready for prime-time. Yet you cannot acknowledge how DUMB Intels management has been by pushing RDRAM at all costs with regards to the FACTS. This should be the BEST of TIMES for Intel : Great demand, lower manufacturing costs thru 0.18 - increasing margins and looks like ITANIUM is doing better in design execution AND performance. WHATS wrong with the picture??? regards, Kash