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

To: ed who wrote (39810)	11/10/1997 8:42:00 AM
From: KM	Respond to of 186894

Anyone with access to Street.com, read Cramer's column this a.m. Says that INTC is going to lead the November tech rally.

To: ed who wrote (39810)	11/10/1997 2:19:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Ed - Re: "...open up another revenue source for the company, i.e the worldwide DRAM business on PC. " Think of the implications - Intel would have to massively overhaul their process technology, greatly increase their CPU die size and significantly lower yields and drastically reduce margins just to graft a $4.00 DRAM on top of a $250 CPU. Not a good economic tradeoff. Intel exited the DRAM market in 1985 - that's one of the major reasons they are as dominant as they are today. Paul