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


To: AK2004 who wrote (130482)3/20/2001 1:33:51 PM
From: fingolfen  Read Replies (1) | Respond to of 186894
 
Why split the result between the P3 and the P4? The industry reports I've seen indicate there was no substantial adoption of RDRAM because of the i820 chipset. he only thing the i820 seems to have accomplished is to reduce the price of 128MB of RDRAM by a factor of 5-8... which is probably what Intel had in mind all along.

Samsung is only one of many memory vendors indicating a surge in RDRAM demand when the P4 entered the market. So while it alone only represents a small piece of the pie, it's continuing a trend which the other memory makers are also reporting.

If you want to be asinine, fine. If you don't like Intel and RDRAM, also perfectly fine. Do not, however, ignore the obvious and completely discount the clear upward trend in RDRAM demand...



To: AK2004 who wrote (130482)3/20/2001 2:14:31 PM
From: kapkan4u  Read Replies (1) | Respond to of 186894
 
Markets use different tools to separate fools from their money. INTC is just one such tool. $190 Billion is a lot of money for a bunch of obsolete fabs, P4 and Itanic.

EDIT. Oops, $177 Billion now.

Kap