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Politics : Ask Michael Burke

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To: Steve Lee who wrote (76722)	2/29/2000 10:28:00 AM
From: gnuman	Read Replies (2) of 132070

Steve, re: <they will all want to be producing the RAM that is in demand and is bringing in the profits - RDRAM.> I think you're making assumptions and ignoring the impact of the consumer on demand. Even Intel has stated the consumer will decide what DRAM is successful. I originally felt that RDRAM would be successful because of intensive marketing by the parties driving the solution, but I no longer feel that way. Though certainly not an expert in device, module or mobo design, I did review the tech doc's available for these products. My take is this is far afield from what makers are accustomed to, and perhaps capable of building. Even with stringent manufacturing controls and intensive and exotic testing procedures, I anticipate latent problems will show up over time. (For example, I am concerned about mixing and matching RIMM's as users upgrade). And these things will always carry a cost premium. JMHO's, of course.

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