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To: Bilow who wrote (188)	10/21/1999 4:27:00 PM
From: kash johal	Read Replies (1) \| Respond to of 271

Carl and thread: Re Flash being sold out. This is great for AMD and Intel: Flash shortage slows MP3 player manufacturers By B.H. Seo EE Times (10/20/99, 4:25 p.m. EDT) SEOUL, South Korea ? A shortage of supply and rising prices for flash memory, a core component of MP3 digital music players, are slowing manufacturers' introduction of the products. While the list of companies seeking to develop MP3 players continues to grow, industry sources that short supplies of core memory components are causing many companies to fail even before the player market takes off. Along with insufficient supplies, memory price increases are making it difficult for aspiring manufacturers of MP3 players. Samsung Electronics Co. Ltd., which supplies flash memories only to domestic manufacturers, plans to raise prices soon. It plans to provide 50,000 units of 16-Mbit flash memories to just a handful of player makers, including Saehan Information Systems, LG Electronics, Telian AV Systems and Samsung's own MP3 operation. As a result, most Korean companies that do not get their supplies from Samsung face failure unless they can obtain flash memory products elsewhere. But even companies that obtain supplies from Samsung face challenges. LG Electronics has developed several MP3 players, including one unveiled in June with an FM radio function and 32-Mbits of storage. A 64-Mbit product was scheduled to be introduced in December., but LG was later forced to cancel that strategy when flash memory supplies dried up. Meanwhile, flash shortfalls have forced Sachan and Samsung to delay the introduction of a second MP3 player model developed earlier this year. Baromtech, which had negotiated a supply contract with Seoul Mobile Telecom, was also forced to delay plans for a July launch here of a supermini MP3 player. The company will instead focus on the export market. Technology startups developing MP3 players and products are also being forced to delay production plans as a result of the flash memory and memory card shortage, industry sources said.

To: Bilow who wrote (188)	3/26/2000 9:17:00 PM
From: NightOwl	Read Replies (1) \| Respond to of 271

Welcome back to SI posting Bilow, I was more than pleased to see you posting on the RMBS Thread. And I'm sure I wasn't the only one. It may be that your mail box has been inundated by "disgruntled pseudo Engineers" and I understand you're busy, but I was wondering if you have ever heard of a proposed memory called "OUM" being designed by ENER in which INTC has taken a recent interest? I am not asking you to "research" the design or company. Only for any comments you may have if already familiar with it. I have invested in a competing firm (RMTR) and am considering spreading my risk. My own view is that their design concept appears credible to a non EE, but that even if it comes to market its at least 5 years away rather than the 2 or 3 their PR suggests. Could this be the design behind INTC's activity in the DRAM Consortium discussions? I frankly don't see any other possibility for them. Unless one assumes capitulation is an option. If so I find it incredible that they would attempt to convince, let alone have a chance to actually convince, that group to agree to the future use of an as yet nonexistent memory chip in which INTC has an equity stake. Perhaps even more intriguing are the implications of INTC's investment in this technology while publicly "supporting" a failed RMBS standard. Just how much money does the semi industry have to throw away on Star Wars "peak bandwidth" do dads? Will INTC itself have the credibility to do it after RMBS and AMD have left their marks? But I'm rambling. Don't worry about a reply if you don't have time. The answers will come clear in time and I'm not going any where.