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Re: Weby post# 29197

Saturday, 02/07/2004 9:17:08 PM

Saturday, February 07, 2004 9:17:08 PM

Post# of 252314
Weby, as I said few times today, if INTC was indeed shipping royalties bearing motherboards, the stock would indicate that a long tim ago. When INTC really wants to push something you'll know it. There was a time few years back when very high speed memory was required, because the bottle neck in the system was memory speed (and communication speeds) and INTC was already shipping high speed processor. Without high speed memory, there was little incentive for people to buy high margins CPU. INTC subsidized RDRAM, then the "only" high speed memory to the tune of $80 each to try and force the DRAM market their way. But that rapidly disappeared once other memory with appropriate speed come on the market. I mentioned earlier that the technical behavior of WAVX will give an early indication, before the news that something is "afoot". Someone always knows before we do.

AZH

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