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

To: Ibexx who wrote (65458)	9/25/1998 7:56:00 PM
From: Barry Grossman	Read Replies (1) \| Respond to of 186894

Ibexx, Re: <<This has to bode well for Intel, too>> While my comments don't relate to your reference, perhaps what I am I am relating here bodes well for Intel too. In one more week I will be a ex-486-66, 16 MB RAM, 2.1 GB HD, 33kz modem user - also with no sound & no CD. On Tuesday, I gave myself a $2500 birthday present and ordered a 450 MHz PII with 128 MB RAM, 14 GB HD, 8 MB AGP SDRAM, zip drive, DVD, 56 kz modem and BA speakers and subwoofer. Last week I picked up a 19" monitor for $500. All I have to say is if you remember that the number of installed 486 users still numbered north of 50 million as of a year or so ago, at current price points current systems are becoming irresistible. Bodes well for Q398 & Q498, wouldn't you say? Barry

To: Ibexx who wrote (65458)	9/25/1998 7:59:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Ibexx, yes, Dell is the Energizer Rabbit no doubt. I'm trying to psyche out the Intel investing into Micron Technology thing. Intel had an alliance of some sort going with Samsung. Has the Asian flu put the kibosh on that somehow, and Intel feels a need to solidify a steady supply of DRAM from someone else? Micron is one of the companies licensed to make Rambus RDRAM, per Rambus' homepage. Maybe Intel feels Micron can be one of their key suppliers next year and beyond for RDRAM? Looking closer down the road, maybe Intel sees a need to secure a "guaranteed" source of EDO or SDRAM for their servers, server nodes and motherboards because that business with Xeon is exploding? Intel did buy a ton of DRAM in late '95, I think it was, and got left holding the bag when things slowed. Maybe this gives them a chance to buy more "just in time", kind of like the Dell mode. Enough maybes, just have to see what comes out from 'da source'. Tony