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

To: Skeeter Bug who wrote (104334)	6/12/2000 5:19:00 AM
From: JDN	Read Replies (2) \| Respond to of 186894

Dear Skeeter Bug: From your post, it seems evident that the results emanating from the RMBS association are the exact OPPOSITE results for which they wished. I said two years ago, they should ignore AMD and concentrate on making the best (meaning RELIABLE first, FAST second) Microchips in the industry. Intel has vastly greater financial resources, marketing ability, name recognition etc and they have pissed it away to some extent in this ridiculous speed contest with AMD. It is my opinion the vast majority of the public wishes to have a sound reliable system with reasonable speed. Only a very few FANATICS really give a damn about a couple hundred or less extra points on the speed chart. I feel, at this point, once you have reached 800mh or so whats the point? JDN

To: Skeeter Bug who wrote (104334)	6/12/2000 7:15:00 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

SB, 1. intel's intense desire to differentiate itself from amd. amd is a legitimate competitor that will grow as cpus become commodity. intel will only be relatively hurt by the commoditization of this industry. As the technology leader, it's in Intel's best interest and also it's obligation to set new standards for the industry. That's how you avoid "commoditization". It's also in their best interest to be nimble and flexible if you make a mistake. 3. rambus essentially offered MASSIVE financial incentives to intel to stand behind their product. Intel has a larger incentive to product the best performing MP computer solutions. 4. intel did not anticipate the current problems and their impact until they already committed to rmbs and couldn't turn back - in fact, they have a contractual obligation to say nice things about rmbs. Do you have hard evidence of the "contractual obligation", or is that speculation? John