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

To: Windsock who wrote (132252)	4/12/2001 7:51:16 PM
From: ravi nair	Read Replies (1) \| Respond to of 186894

> Intel wants OEMs to switch from the PIII to P4 and one of the ways to do this is with prices. > If an OEM wants to continue a product design they can but there is a big price incentive to switch. And production environments who have to use a "plan of record" configuration will pay the higher price for the PIII.... --ravi

To: Windsock who wrote (132252)	4/12/2001 8:49:32 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: Remember MHz sells (TM McMannis) Sometimes it takes a while, though. Rambus just missed its numbers (that reflect licensing fees on sales from Q4 of last year) but much more significant, they forecasted a 20% drop in revenues for next quarter - which would be based upon licensee's Q1 sales. Considering that they are getting their first SDRAM/DDR fees from some licensees, and that RDRAM only playstation is ramping fairly well, Q1 sales of RDRAM only P4 must have been quite limited. Even with the expectations of a RDRAM bear, I am surprised that Rambus has been forced into such a forecast. And since Rambus's next quarter's revenue reflects sales from a period that ended over a month ago, their visibility is very, very good. Regards, Dan