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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: tejek who wrote (115503)	6/11/2000 9:15:00 PM
From: chic_hearne	Read Replies (3) \| Respond to of 1572269

Re: Larry Woods hammers away at the bullish belief that Intel (INTC:Nasdaq - news - boards) eventually will incorporate Rambus' memory technology into its chips. "Put bluntly," he says, "Intel is no longer strong enough, or appropriately positioned enough, to pull this off. Consequently, we expect a quick divorce once Intel dumps its Rambus stock and without the backing of Intel, Rambus is toast." Ted, I really hope this isn't true. I like the Rambus/Intel combination. If anything, I'd like a messy 2 year divorce. Intel leaving Rambus would be like a punch to the jaw. I like Rambus. If that move was combined with changes in Intel management that would be like a kick to the groin. I like the Intel management. If they have to leave Rambus, at least leave the guys in charge that made the decision to go with Rambus in the first place. chic (who is starting to like Rambus/Intel more than AMD)