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To: DJBEINO who wrote (46435)	6/18/1999 2:30:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

>> the pot of value-added DRAM gold at the end of the rainbow continues to prove evanescent. << uh, who was saying this in 1997? ;-) >As for Direct Rambus, its dice are 15% to 20% larger than SDRAM dice.<< dice? is this vegas (maybe that train of thought has a point!)??? another contestant for chip journalist dope of the year? ;-) >>He told EBN that Samsung will hold 64-Mbit DRAM production at about the current level of 15 million to 20 million per month, while moving rapidly to more profitable 128-Mbit and Direct Rambus chips. << looks like samsung is shooting across everyone's bow. they are saying they will produce rdram big and if anybody else enters the market then it son't be profitable. hmmmmmm... good bye profits! >>On the other hand, if the big power players in DRAMs continue their massive ramp-up of output, the dropouts might never be missed.<< hmmmmmmmmmmmmmmm... look how poorly mu has done during the best of us economic times. imagine what a slowdown would do to this company... i know it is a prehistoric concept... but... hmmmmmmmmmmmmmmm...