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 (42667)	5/21/2000 1:42:00 PM
From: Daniel Schuh	Respond to of 93625

Scumbria, it's not my area, but I assume it would take years, at least a couple, just for Intel to get the production facilities together. Unless, of course, they chose to convert processor lines that generate 60% gross margins to RAM production at somewhat lower margins. But what the heck, if Intel can lecture the DRAM producers on what margins are allowable on drdram, they shouldn't mind taking the same margins themselves. Irony aside, Intel always has the option of buying somebody. The Japanese and Korean producers are part of bigger conglomerates, and Micron would probably fall under antitrust scrutiny, but presumably some of the smaller Taiwanese fabs could be had. If, that is, Intel actually wanted to get back into the low-margin commodity memory business. It's a lot more fun just telling everybody the way the world is going to be, but sometimes that doesn't quite work out. Cheers, Dan.

To: Scumbria who wrote (42667)	5/21/2000 2:33:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 93625

Scumbria, while academic (I do not think that INTC is going to manufacture DRDRAM), it should be very easy for INTC to go back into DRAM, they are already in flash, and my reading is that some DRAM makers are converting DRAM lines to flash as we write, thus a conversion from flash to DRAM or DRDRAM should be as easy. Of course, with the acute shortages in flash, why would INTC want to convert these lines? As a matter of fact, if INTC wanted to get back into memory, all they had to do, in lieu of investing $1 Billion in the existing DRAM makers last year, they could have dedicated that little Billion for such an entry. Zeev