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To: Skeeter Bug who wrote (47389)	7/29/1999 8:02:00 PM
From: Carl R.	Respond to of 53903

it is perfectly relevant. you said a shortage of wafers due to rdram would help the dram makers. I said nothing of the kind. I said that because the dies were larger, there would be less dies per wafer, with the result that less good chips would be produced, and the supply of DRAM would drop by 10-25%. This assumes a constant usage of wafers and no construction of new DRAM fabs. For what it's worth, in my opinion there is no chance of a shortage of wafers in the next one-two years. But that is a subject for discussion on the WFR thread. Here is my original post, in which I agree I did not clearly state how a conversion to RDRAM would reduce the supply of DRAM because I thought it was obvious: techstocks.com In my next post concerning the subject I clearly state that the reduction in DRAM would be because of a larger die: techstocks.com And again, and again: techstocks.com techstocks.com In none of these posts did I ever say that there would be a shortage of wafers. There really isn't much point continuing this discussion because I am sure that everyone else understands that RDRAM dies are larger than SDRAM dies, and that if you increase the die size you get less good chips. Therefore this will be my last post on this subject. Carl