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

To: Jim McMannis who wrote (112723)	10/7/2000 2:47:15 PM
From: Paul Engel	Respond to of 186894

Jimbo - Re: "Don't you see a couple of problems here?..By announcing Tualatin P-III, didn't Intel say that P-III was going to be mainstream in 2001? " Don't you see a problem here - Intel has NEVER ANNOUNCED a Tualatin Pentium III ? In reality, the Tualatin will fill the notebook market space with a fast, large L2 cache (512K) CPU - a market which could reach 25 or 30 million units in 2001. Re: "So Almador will be capable of working with a P-III AND a P-4? All I can say is that I wish Intel a lot of luck." I think this is in error - and anybody with a brain should be skeptical of details in the media. Re: "I wonder if this has Rambus' approval or not. It looked for a minute there that Rambus was going to sue AMD and Transmeta and not Intel over DDR. Perhaps, in a smoke filled room, there is a deal for Intel to pay Rambus DDR royalties. " I would suspect that Intel and Rambus are having a meeting of the minds - as you suggest. As for paying royalties, Intel can just pass off the royalties they are getting from VIA - and hand them over to RAMBUS. Not a problem for Intel. Big problem for AMD ! Paul