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To: Rosemary who wrote (19113)4/23/1999 7:20:00 AM
From: Chuck Mowery  Read Replies (1) | Respond to of 93625
 
Rosemary, there was no mention of PC133 in the presentation...
but I didn't stick around long enough to watch the question and answer
session. The one chart that addressed memory looked something like this
(extraneous info deleted):

* Consumer * Business

- Flexible Memory - Flexible Mem
standard standard

-RDRAM -SDRAM -RDRAM -SDRAM

Dave, I wasn't paying attention to the detail of the presentation not
dealing with roadmap/memory. What is clear is that Intel is making a
big push to become the supplier to the internet infrastructure
(expanding its core competencies from the manuf of one microprocessor
chip in the 80s to the full spectrum of design, manuf, marketing, and
service and support of several different platforms. The other thing I
saw was a chart that was contrary to MB's statement in her article
that intel was somehow giving up on setting their standards for
everyone else to follow.

I say we see a spike down today followed by a higher close...but then
this thing never makes sense from one day to the next. Although, if we
don't close above 60...it'll be a long summer.

Chuck