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

To: Barry Grossman who wrote (104240)	6/8/2000 4:47:00 PM
From: chic_hearne	Read Replies (2) \| Respond to of 186894

Re: The convincing case I'm sure has been thoroughly researched in Intel's labs but what would be gained by releasing the details to the public. I think that as the Willy is ramped, we'll get plenty of that. They certainly seem to have convinced Michael Dell - who by the way, owns a large number of shares of Rambus, although not as many as Stuart Steele, who posts regularly on the Rambus board. The things that we hear that will be enabled by software using the technology that convinced Intel to choose it have only been described in general ways like - voice recognition, handwriting recognition. I have this thought that there are programmers toiling away as I write this that are writing great stuff that will make full use of what's coming down the road from Intel. Barry, I think they got you hook, line, and sinker. For the sake of my AMD position, I hope nothing changes with Intel management and they stay committed to Rambus. chic

To: Barry Grossman who wrote (104240)	6/8/2000 5:41:00 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

Re: "The convincing case I'm sure has been thoroughly researched in Intel's labs but what would be gained by releasing the details to the public. I think that as the Willy is ramped, we'll get plenty of that" I hope you're right but I think that under the current circumstances Intel needs to make that case now. Confidence is shaken. The appearance is that of a company stumbling and fumbling one thing after another and I think Intel shareholders, among which I have been for 18 years, deserve an explanation. They work for us and their performance does not appear to be up to the standards to which we have become accustom. Perhaps things are under control but from the outside it looks quite different. Product slips, board recalls, chip recalls, poor capacity planning etc etc and worst of all a blind commitment to a memory architecture that does not offer a clear advantage architecturely and a clear disadvantage from a manufacturing, availability and price perspective, all giving competitors market share which may never be reclaimed. If I screwed up like this I'd have to do some explaining. We shareholders deserve the same. EP