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 : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: Scumbria who wrote (39976)	4/15/2000 2:15:00 PM
From: Zeev Hed	Read Replies (2) \| Respond to of 93625

As far as INTC is concerned, they wanted and still want to make sure that the bottleneck in a PC is always the CPU, so they can charge big premiums for faster and faster CPU's. I think they were looking beyond 1 GHZ when making the RMBS decision. I do not know if they erred as you ascertain, they still may win. If it was so simple, I doubt AMD would hesitate that long in launching their third fab (joint venture). Mind you, someone at INTC think that they are on the right track, they are investing some $7 B on Fabs upgrade and possibly a new fab. Zeev