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To: Craig Freeman who wrote (29938)10/19/1998 2:06:00 PM
From: patrick tang  Read Replies (1) | Respond to of 33344
 
K7 and Compaq/Alpha are going to be slot 1 like with on board L2 cache. Where are they going to get that cache from? Is this a new opportunity for beaten down stocks like IDTI? If there's Intel with their tier 1 cache ram suppliers, will there be AMD with their new bunch of tier 2 cache ram suppliers? Who will be these guys? IDTI may just rise once again on the strength of their DRAMs like the last round?

patrick