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

To: Jim McMannis who wrote (106094)	7/24/2000 4:15:14 PM
From: Windsock	Read Replies (2) \| Respond to of 186894

Jim >How tight is the agreement between RAMBUS and Intel concerning Intel not being able to make a DDR chipset?< You keep repeating this statement about "only Rambus is allowed" as if it were fact. The statement is based on speculation from some Yahoo idiot and is UNTRUE. When Rambus filed papers with the SEC for its IPO, the Intel agreement was one of the Exhibits. There is no restriction in the Rambus/Intel Agreement that bars Intel from the use of memory technology other than Rambus. Another Hint: Intel has already stated that it will use DDR memory in the server area.

To: Jim McMannis who wrote (106094)	7/24/2000 4:39:34 PM
From: Tenchusatsu	Respond to of 186894

Jim, <So if Dell is paying $300 for 128k RDRAM what are they paying for 128k SDRAM? $70?, $80?, $90?> I don't know how much Dell is paying for PC133 SDRAM. On Price Watch, 128M of PC133 is going for $126 to $130, 1/3 the price of the spot price for RDRAM-800. Contract prices may be similar or lower, but definitely not higher. As for margins, you're asking the wrong guy. <How tight is the agreement between RAMBUS and Intel concerning Intel not being able to make a DDR chipset?> I doubt it's an issue. If Rambus is going to be getting royalties for DDR anyway, they'll be more than happy to renegotiate any restrictive agreement and allow Intel to make DDR-based chipsets. If not, well, I'm sure Intel can "coerce" Rambus into renegotiating anyway. Anyway, that "agreement" strikes me as odd. For example, Intel already stated that the upcoming 870 chipset for high-end servers and workstations will support both DDR and RDRAM. Is Intel going to drastically change direction on 870 based on this "agreement"? I doubt it. Tenchusatsu