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To: Naggrachi who wrote (47913)	8/31/1999 8:50:00 PM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

nags, and a good day to you too. ;-) i see you talk about hitting price targets. would you care to wager that mu doesn't hit their $250 price target in the time alotted? i also noted that you don't talk about earnings, you bowel, you ;-) as cogently as possible, please explain how more expensive rdram is going help mu hit its target of $2.50. that is, if you are able to do so. if not, wiggle that skirt and cheer in another direction ;-)

To: Naggrachi who wrote (47913)	9/1/1999 6:24:00 PM
From: Thomas G. Busillo	Respond to of 53903

Naggrachi, there was an interesting note at the end of that piece regarding RDRAM single-sourcing: Compatibility concerns also exist. Although all the biggest memory manufacturers license Rambus intellectual property, the chips that result are not identical or interchangeable. "We think there will be some initial compatibility issues," Kanadjian said. Samsung, in fact, does not yet sell Rambus memory chips separately. It sells Rambus only in complete memory modules to avoid compatibility problems. Dell's Bell concurred, and added that PC makers will mostly buy their Rambus memory from single sources, which can keep prices high. Dell, for example, buys only from Samsung. Initially, Samsung charged Dell $360 for a 128 MB memory module. More recently, the company dropped the price to $275. MU announces they're sampling RDRAM, and yet based on that article their largest competitor is already the single supplier to the world's leading OEM. That could change. From MU's RDRAM PR: Samples of 8 Meg x 16 (MT6V8M16F) and 8 Meg x 18 (MT6V8M18F) RDRAM components are available now with sample pricing of $45 apiece in 1,000 lot quantities. Samples of RIMM modules are also available in the following configurations: 32 Meg x 16 (MT4VR3216AG), 32 Meg x 18 (MT4VR3218AG), 48 Meg x 16 (MT6VR4816AG), 48 Meg x 18 (MT6VR4818AG), 64 Meg x 16 (MT8VR6416AG) and the 64 Meg x 18 (MT8VR6418AG). For more information or to order samples, contact Micron Technology's Marketing Department at 208/368-3900. What's "sample pricing"? Is the $45 only for the 8x16 and 8x18? Good trading, Tom