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To: Jim McMannis who wrote (57740)	10/15/2000 3:58:10 AM
From: Tenchusatsu	Respond to of 93625

Jim, <Intel may be better off if the Willy slips all the way to a SDRAM or DDR chipset> Why is that? RDRAM is still being sold in a lot of workstations. Since the Pentium 4 processor will be here before the non-RDRAM chipsets, it makes sense to release it now on RDRAM-based platforms. Slipping P4 all the way to the availability of a non-RDRAM chipset makes absolutely no sense. <Intel has Wall Street so snowed with Willy they have AMDs stock depressed and Wall Street certain Intel will crush all comers...> Then explain why Intel's stock is almost 50% off of its 52-week highs, close enough to the point where you Merrill Flynched last year. Tenchusatsu