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

To: Ignatz who wrote (103509)5/18/2000 4:49:00 PM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
Ignatz,

A few thoughts.

One, if the memory makers have firm, non-cancelable orders for SDRAM, then I would suspect that they would want the same from the Intel OEM's for RDRAM. Not unusual in a capacity constrained environment.

Two, I would like to see a second source for the article. As time goes on, I get more suspicious of the news.com media.

Third, the way the meeting was characterized, and with no named sources, makes me suspect an axe to grind.

John



To: Ignatz who wrote (103509)5/18/2000 6:14:00 PM
From: Jim McMannis  Read Replies (2) | Respond to of 186894
 
RE:"To all INTEL investors: Any thoughts on this?"

Yes, Intel should stick with RAMBUS, it is the 6 million dollar man of RAM. Bigger, faster, stronger....
Eventually RAMBUS will rule the road.
Burns, Barrett and Otellini are our friends.
Stay the course.

Jim



To: Ignatz who wrote (103509)5/18/2000 10:00:00 PM
From: jim kelley  Read Replies (2) | Respond to of 186894
 
BILOW is a RAMBUS FUDSTER. He has said he is a paid fudster.


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