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To: Boplicity who wrote (2371)	11/20/1997 6:22:00 PM
From: Scott Maxwell	Read Replies (1) \| Respond to of 93625

Things to remember: 1) I can't confirm the "early success" part of the H&Q report; it may well be so in any case. 2) Having Intel as a technology partner can be dangerous as well as profitable. 3) In the long term, the company has to demonstrate it can reinvest the profits from DRDRAM intelligently before it will become one of those MSFT or CSCOs and give us all a 100x-er. I think management has the smarts to do this, but there's no record of success yet.