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

To: Elmer who wrote (82498)	6/2/1999 1:09:00 PM
From: Tom Warren	Read Replies (1) \| Respond to of 186894

Elmer and Kash, Intel pursues rambus to keep the cpu the bottleneck in the system. Any premium users will pay for performance, will be paid to the keeper of the bottleneck. If Intel allows the market to segment on dram performance, then some or all of the performance premium will flow to the maker of the faster dram. In other words the optimal situation for Intel is for dram to be faster than they need in any segment and for it to be a commodity (undifferentiated). My opinion only.

To: Elmer who wrote (82498)	6/2/1999 2:14:00 PM
From: grok	Respond to of 186894

Both IBM Micro and PC now deny the EN article. rmbs was down $10 yesterday due to the bogus EN article. "A spokesman for IBM Microelectronics, the computer giant's semiconductor arm based here, said the company still plans to manufacture memory chips using the Direct Rambus DRAM interface, contrary to a report that appeared in a trade publication this week. While IBM has never been on the vanguard of Direct RDRAM development and plays a relatively minor role in the merchant DRAM market, the company said it still expects to field a Rambus part. Additionally, a representative from IBM's PC division in Austin, Tex., said that, from a system-level perspective, the company is similarly supportive of the Rambus platform and intends to equip its high-end commercial PCs and workstations with the interface. At the low end of the market, where intense pricing pressure has prompted a number of PC vendors to explore several memory-IC options, IBM is looking at which architecture will best meet that segment's low-cost needs, the representative said."