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To: Alan Hume who wrote (20606)	5/21/1999 4:36:00 PM
From: Brian1970	Respond to of 93625

From the Compaq thread, mentions RDRAM.. To: rudedog (61834 ) From: John Koligman Friday, May 21 1999 11:56AM ET Reply # of 61893 One reason that I have held on with Intel this year is what will occur in the second half. With Geyserville for laptops, and Camino/RDRAM, and the assumption that things are on track with these new products, we could see a nice round of buying in the PC sector. The question marks in my mind are pricing and Y2K. It will be an interesting second half. Do you have any thoughts here? In my mind, PIII so far means very little due to it's incremental nature over PII, but with these new technologies, we get a real performance boost. Regards, John