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

To: Burt Masnick who wrote (104072)	6/6/2000 11:55:00 AM
From: The Duke of URL©	Respond to of 186894

Nice post.

To: Burt Masnick who wrote (104072)	6/6/2000 12:34:00 PM
From: Yaacov	Respond to of 186894

Burt, thank you for the update.. Shalom, Yaacov

To: Burt Masnick who wrote (104072)	6/6/2000 1:50:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

RE:"However, the incredible upside is that Intel, due to extremely high demand, didn't have enough capacity for enough wafer starts. Now they can shift some of the scheduled Timna starts to other products, probably a mix of Celeron IIs, Pentium IIIs and Willamettes. Because they can use those silicon wafers previously scheduled for Timna for other high demand products (maybe even Xeons) they won't suffer any revenue loss and might even pick up some revenue. The problem is that they are letting Via possibly get into the low end business. I suspect they will price the low end Celerons very agressively." The real story here is that this is yet another nail in RAMBUS' coffin. Intel continues to hedge against RAMBUS.... Hedges... 1. Solano chipset 2. DDR chipset for Willy servers. So desktop users need to pay more for RAMBUS? I don't think that will fly. 3. re-porting Timna to SDRAM. Timna in serious danger of being a footnote anyway. So where does the volume come from to get the price of RDRAM down? Intel sure looks like it's no longer going to push Rambus...and is taking the stance of, well, if it happens it happens and if it doesn't we have other chipsets... Without Intel, Rambus is dead... Jim