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

To: Burt Masnick who wrote (104057)	6/6/2000 10:25:00 AM
From: Yaacov	Read Replies (2) \| Respond to of 186894

Burt, I think I saw two notices flash pass my screen, but I am not sure if I understood! the first one was INTC dealy with realse of a chip??? WHich one? Then there was a notice on INTC price reduction that will not effect the earnings! Any idea what are they talking about? Kind regards Yaacov

To: Burt Masnick who wrote (104057)	6/6/2000 10:30:00 AM
From: Joey Smith	Read Replies (3) \| Respond to of 186894

Burt, re;I'm hard pressed to understand why Timna needs Rambus. Sort of like saying your Chevy Geo needs a V8. Am I missing something? My guess is to persuade the memory makers to switch more volume to RDRAM since Timna is a high volume part. Also, the execs had no idea about the electrical problems of the MTH translator...worst case: a glitch or 2 may be found, but could be quickly fixed because "we're good at reacting to and fixing problems". Unfortunately, didn't work out that way. joey

To: Burt Masnick who wrote (104057)	6/6/2000 10:48:00 AM
From: Joey Smith	Read Replies (2) \| Respond to of 186894

Burt, another thought is that Intel is using MTH/Rambus as an "excuse" to delay Timan on purpose, to make it more competitive (e.g. add 133 support) or to free up some room to fab more CuMines. Intel did mention that this delay will not affects earnings.... Joey