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To: Carl R. who wrote (47331)	7/28/1999 1:49:00 PM
From: Michael Bakunin	Read Replies (2) \| Respond to of 53903

..but doesn't that also imply a 15-20% shift in demand from SDRAM to RDRAM? There'd still be oversupply of SDRAM. I think the rational bull case here is that if RDRAM takes over, the memory makers will have a high-margin product at last (viz Intel's Xeon). -mb

To: Carl R. who wrote (47331)	7/28/1999 2:54:00 PM
From: Zeev Hed	Respond to of 53903

Carl, to paraphrase a tired phrase: "It is the scenario, stupid", $67, for some and $87 for the full blast... and everyone happy, TXN, INTC and even MU. Zeev

To: Carl R. who wrote (47331)	7/28/1999 3:17:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

carl, intel is now publicly hedging their rmbs investment. rmbs is old. mu IS the new rmbs with that qdr dram (must be 2 times better than ddr dram. too bad it is sram ;-) btw, if rmbs takes off, i assume you are saying that each part takes more wafer so fewer parts can be built. well, that bodes well for the wafer guys, right? mu doesn't make the material for wafers, do they? also, if rdram gets more expensive and this is passed on to consumers, they will sell fewer pcs. not long ago you paid $1500 for a pc. then you paid $1200 for a pc and a printer. then you paid $1000 for a pc, printer and monitor. then you paid $900 for a pc, printer, monitor and scanner. now you pay $700 for all of the above and 20 months free internet service. this market is collapsing and component mfrs that subsidize parts are about the only thing keeping it afloat. and these ARE the best of times.