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To: Len Roselli who wrote (12467)2/21/1997 5:45:00 PM
From: damniseedemons   of 18024
 
Len,

It appears that you agree with DRAMs being a commodity? If so, how could you say that, "an item becomes 'commoditized' only when it stops changing"?

DRAM chips continue to gain capacity. Currently, 16MB SIMMs are the sweetspot. Soon, it will be 32 and 64 MB chips. They are also working on 256MB chips! And I even read a story last week, about Samsung (I think) toying with a 1.3 GB DRAM chip!!!

So, DRAMs get more memory, and modems get more bandwidth. Even PCs are easily argued to be commodity items.
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