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

To: Jeff Fox who wrote (40915)	11/21/1997 4:34:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Jeff - Re: " Intel selected RMBS. Without this endorsement nobody would be looking at it for PC memory." Very good assessment of the Rambus/Intel relationship. I suspect that most of what you posted is correct - Intel could have picked any other memory manufacturer/technology to support. Instead, it went with a technology-only compaany - RAMBUS - placing its own (Intel's) reputation on the line. I'm sure Intel is not paying for this "privilege". Paul

To: Jeff Fox who wrote (40915)	11/21/1997 10:14:00 PM
From: mauser96	Read Replies (1) \| Respond to of 186894

Since Intel owns a good bit of Rambus, in a way Intel is Rambus. Rambus would be smart if it keeps it's royalties low enough so that there is no real pressure to develop competing technology. I understand royalties to DRAM makers will be in the 1% to 2% range.