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

To: Barry Grossman who wrote (133479)	4/27/2001 2:35:52 PM
From: Road Walker	Read Replies (4) \| Respond to of 186894

Barry, Don't expect an answer from the anti-Rambus crowd. It's very hard to change folks minds, once they have committed to an opinion. (Despite Scumbria's protests) I'm starting to think that P4 with Rambus may be the best at price/performance, starting in the 4th quarter. I'm thinking that maybe Athlon may be getting long in the tooth in comparison to P4, a "spry" new architecture that has lot of rapid scale in it's future. I'm starting to think that Rambus has the lead in volume manufacturing, and that may lead to an on-going price advantage over DDR. I'm wondering where Athlon will be, GM wise, as P4 scales quickly, and Intel continues it's aggressive price strategy. I wondering about the seemingly common benefits of P4 and Windows XP, and the marketing message that might send to the end user. I know this is heresy, but I'm starting to wonder. I'm wondering if I should sell my AMD stock. John PS I'm also wondering how many IAG profit dollars Intel will dump into the black hole of their comm and network divisions. Over $1Billion last quarter.

To: Barry Grossman who wrote (133479)	4/28/2001 2:54:42 AM
From: Joe NYC	Respond to of 186894

Barry, LOL, it looks like Rambus is loosing ground, rather than gaining ground prices $/MB Rambus DDR Rambus price premium Date PC-800 PC-2100 over DDR 03/26/01 1.491 0.924 61% 04/26/01 0.993 0.549 80% So the premium is increasing, rather than dropping, and of course, with PC-800 Rambus DIMM, you are getting an inferior bandwidth, latency (at higher price). Intel needed 2 channels to get a half decent performance (still trailing DDR based Athlons). Intel is still paying the price for the disastrous Rambus decision. You may want to calculate how much money Intel is going to leave on the table just this quarter because of Rambus Albatros. Let's say $50 to $150 per CPU, with say 2 to 4 million P4s. What do you get? I get $ 100 million to $600 million of lost revenue for just Q2. Just for comparison, Intel's net income was $485 million in Q1. Joe