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

To: Tony Viola who wrote (100552)	3/8/2000 7:13:00 PM
From: steve harris	Read Replies (1) \| Respond to of 186894

Tony, here's some of the SDRAM Rambus stuff. theregister.co.uk steve

To: Tony Viola who wrote (100552)	3/8/2000 8:03:00 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Tony, RE: Rambus - "OK on the lawsuit, but what happens if all the high risk technology aspects make simpler DRAM forms win out?" Could happen. More likely Rambus will lose the lawsuit. RE: "However, since my biggest position is in Intel, I do have an ax to grind when it comes to companies on which Intel is so reliant." Reading between the lines, I have a feeling that Intel has an exit strategy prepared if Rambus isn't the technology that they feel is best for the future. I have noticed a warming to Rambus on the AMD thread, and it is possible that AMD/Rambus may be in the cards. You are much more of an expert, but it appears that PC's are just one use of Rambus memory. BTW, I don't have a position at this point in Rambus (unfortunatly). I really wish a expert Rambus person would step in to this conversation, I would like to learn more. John