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

To: Paul Engel who wrote (58394)	6/21/1998 2:36:00 AM
From: Ibexx	Read Replies (1) \| Respond to of 186894

Paul, Just a wild guess from the land of no sleep: Perhaps...Intel is contemplating an eventual take-over of Rambus? Ibexx PS: My source of the Semicon story: dljdirect.com

To: Paul Engel who wrote (58394)	6/21/1998 6:34:00 PM
From: StockMan	Respond to of 186894

Paul, Re -- Intel to buy LG Semicon stake... Seems kind of odd, given that LG Semicon will focus on Chemicals and Samsung on semis. Furthermore Intel has a relationship with Samsung, and had been in the past rumored to have talks about $1 billion investment in Samsung. Furthermore, Intel getting involved in commodity (even RDRAM) chips seems contrary to what is known. Stockman

To: Paul Engel who wrote (58394)	6/21/1998 10:35:00 PM
From: kash johal	Read Replies (2) \| Respond to of 186894

Paul, I think this is a pretty good move for Intel. The memory business is cyclical and they are buying in at the bottom of the cycle. It is quite possible 3-4 years from now when we are at a shortage situation the investment alone could pay back 2-3x. Next as you know the very low end market is moving to single chip/module. (What NSM is calling PC on a chip). As Intel does not have current leading edge DRAM capability it will need it if this market will take off. I can certainly can envision whole arrays of novel products with embedded DRAM. I think this is a great strategic move for Intel.

To: Paul Engel who wrote (58394)	6/22/1998 6:08:00 PM
From: mauser96	Read Replies (1) \| Respond to of 186894

Paul ..The reason that Intel may be interested in a Korean company can be found on the first page of Monday's Wall Street Journal. Strong US currency + weak Korean Currency + financial problems for seller = dirt cheap prices. Facilities in SE Asia are on sale at far less than replacement prices, and LG Semicon may be needed as a supplier in the future for RDRAM, or maybe they have plans to eventually produce some other kind of chip .. Intel might not have been able to resist a "blue light special",especially if they think the Korean currency has reached it's maximum devaluation. Official recognition of declining GNP in Japan plus elections to be held shortly stand a good chance of putting the Japanese in a position to take the painful steps needed to get their banks and country on the right track finally (instead of just talk). This would be good for the US equity markets and Intel.