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


To: Tony Viola who wrote (99537)2/19/2000 8:27:00 PM
From: Barry Grossman  Respond to of 186894
 
Tony,

Thanks. Same to you on your AMAT & LSI. I wish I owned them - but I can't own them all...yet.

Re Rambus being an RDRAM company. They've repeatedly said that their revenues long term will only be 35% pc related.

Still time to get in because the 65% other than Sony is still not visible. But Rambus has said that that will change soon with some product announcements from the communications segment.

Anyway, I like what the Intel Willamette/Timna roadmap for next year says about RDRAM royalties. I don't think that's in the stock yet.

It's only just begining for both INTC and RMBS, IMO -(also true about CSCO, EMC MSFT & probably ORCL).

Barry