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To: Road Walker who wrote (98967)2/14/2000 4:32:00 PM
From: Jim McMannis  Respond to of 186894
 
RE:"The other part is that (assumed) increased supply of RDRAM is good news for high end sales for Intel."...

It is but I'll bet Intel doesn't stop development of "lesser" chipsets...

Jim



To: Road Walker who wrote (98967)2/14/2000 4:45:00 PM
From: Joey Smith  Respond to of 186894
 
re:The other part is that (assumed) increased supply of RDRAM is good news for high end sales for Intel

Intel wins on yet another front since they are an equity investor in Rambus. Let's see, with RMBS up 24 today, I wonder how much more Intel's Capital fund is worth!
joey