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To: Richard Habib who wrote (29587)	9/15/1999 1:50:00 PM
From: Dave B	Read Replies (1) \| Respond to of 93625

Richard, Samsung and others are apparently making DDR. Again, it's not about making, it's about promoting. Somebody, somewhere has to start making some noise that indicates that DDR is the "memory of the new millenium" if, in fact, they expect to become the memory of the new millenium. And they'd better get moving quickly. As we saw this morning, apparently Gateway will be using RDRAM (that would be new news). There aren't many PC vendors left. IBM? One strategy that is almost always not successful in business is waiting for your competition to fail. If the DDR folks think that they can step in when RDRAM fails, they'll be waiting a long time. The 7 Dramurai will soon (if they haven't already) begin to address the outstanding issues that might hold up RDRAM acceptance. RDRAM has potentially a more cohesive industry group focused on it than any of the other technologies. Obviously, they have some sort of order pipeline or they wouldn't be making them. I suspect we're seeing a CYA play by the manufacturers. Your statements says "apparently" making DDR. We haven't seen anyone announce any production figures, as Samsung has with RDRAM (repeatedly). We've seen a $10B market projection from Samsung for 2000, we've seen reasonable market share projections from other sources. What we haven't seen is anyone in a position to understand and analyze this market say "DDR will be a $XB market in 2000". Or 2001. Or whenever. No one at all. I find it interesting that we've seen absolutely no projections at all for DDR. What that tells me is that it's not being considered a serious long-term contender (maybe not even a serious short-term contender). I find the lack of news about DDR to be a deafening statement. Dave