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

To: Paul Engel who wrote (58430)	6/22/1998 1:30:00 AM
From: Jeff Fox	Read Replies (1) \| Respond to of 186894

Paul, Kash, re:DRAM:"I think this is a great strategic move for Intel." I agree about the "strategic" bit. Long term the memory business looks bleak. But this looks great to me as a short term (five year) tactical RAMBUS part deal. As a bonus - depending on timing - Intel might make a tidy sum on currency changes if the Won recovers from its current collapse. Meanwhile I wonder which company will have a lock on the first few years of Direct Rambus compatible memory? Jeff