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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Charles R who wrote (111579)	5/19/2000 2:08:00 AM
From: Scumbria	Read Replies (3) \| Respond to of 1572560

Is tomorrow a good day to short RMBS? Scumbria

To: Charles R who wrote (111579)	5/19/2000 2:09:00 AM
From: Eric K.	Respond to of 1572560

Intel has gotto spend a lot of time in the near future with OEMs doing some serious damage control. Hasn't this been Intel's strategy for the last six months?

To: Charles R who wrote (111579)	5/19/2000 11:56:00 AM
From: Cirruslvr	Read Replies (1) \| Respond to of 1572560

Chuck - RE: "Intel has gotto spend a lot of time in the near future with OEMs doing some serious damage control." I don't see why Intel doesn't take full charge of the DRDRAM fiasco by backing up the DRDRAM makers AND by being the SOLE supplier of the Willy platform. Intel should initially be the sole supplier of Willy chipsets and Willy motherboards. That way they can sell the bundled package of chipset/motherboard/Willy to OEMs at lower prices that could help offset the price premium of DRDRAM, which will have a guaranteed supply AND price if Intel backs the DRDRAM makers.