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


To: Timothy Liu who wrote (79683)4/22/1999 3:47:00 PM
From: MulhollandDrive  Respond to of 186894
 
Tim,

What's your opinion of this?

Dave

To: Antoine Roquentin (35529 )

From: Earlie

Thursday, Apr 22 1999 3:00PM ET
Reply #35553 of 35559

Paul:

Rambus is tanking today because Intel is putting up charts at a certain
conference that show that DDR chips are a better deal. I am not kidding
on this. I'll take a modest bow as I think I was one of the first to
provide a detailed explanation of why DDR would likely thump Rambus,
and why Intel was being dumb in pushing it. Our comments about Intel
spending beaucoup dollars to "assist" Dram companies to get into
Rambus production were also "Early" but accurate. This is an accident
about to happen. Intel is doing the groundwork today for a retreat on
this technology.

I prefer not to suggest what others should do, but I also think this is
more than important.

A.R, my good human search engine friend, I would appreciate it if you
would immediately url this post over to MB's thread, as I have a
pressing engagement and I want the boys over there to know as well.

Enjoy guys, as I suspect this might be a bit of fun.

Best, Earlie


RMBS is down 10% today...

bp