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To: Dan3 who wrote (30319)	9/23/1999 8:34:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 93625

Dan, <If Intel has half the chipset market> My only comment to your long post regards this phrase, which is kind of irrelevant to your main point. I might as well go ahead and correct you anyway. I don't know where you get the idea that Intel has only half of the chipset market. Just about every Slot 1 and Socket 370 PC I've seen comes with an Intel chipset. Via and other chipset competitors do have their own products, but they currently have a very small share of the market. They may make some gains before the end of this year due to recent events (not counting that tragic Taiwan earthquake), but I don't think they'll come close to 50%. Tenchusatsu

To: Dan3 who wrote (30319)	9/23/1999 8:45:00 PM
From: John Stichnoth	Respond to of 93625

All of it makes sense to me, amazingly. :o) Which is not to say that I agree 100% with it all. And you know the points of contention in your post (I agree with you more than some, by the way). One point: The price estimates we're throwing around are pre-Taiwan earthquake. I understand that there is currently a big spike in spot prices of dram. That spike temporarily wipes out the price differences between the two, perhaps. I think there is a good deal of uncertainty on how much production of dram has been disrupted, and for how long. If the disruption is worse than seems to be assumed here in the US, then all prices will be higher, and RDRAM will sell as many units as can be produced. That would at least temporarily speed their market share gains. Best, JS