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To: jmac who wrote (33637)	11/3/1999 9:16:00 AM
From: Jdaasoc	Read Replies (1) \| Respond to of 93625

jmac: Three points All SEP print ads were for 820 chipsets with 600 Mz PIII and PC600 or PC700 RDRAM while at least 80% of 820 chipsets going to plain old SDRAM designs. I like to see the new mix for DEC. Also, I am going to use SDRAM pricing as barometer of RDRAM restarting production. Very good relationship between SDRAM spot market prices and level of RDRAM production starts by chip makers over the summer. I talked to one of my spot market RAM suppliers and he said he felt that in a market with strong demand for SDRAM, RDRAM and DDR, RAM manufacturers will be able to get a premimum price for all three because there will not be a surplus of supply for any one kind of memory. It sorta jives with Micron's statements for the last 6 months that all three types will coexist and I guess quite profitably too. It is very funny to see unfilled or partially filled BUY orders roll down the ISLD BUY ORDERS screen LOL Will we break 79 1/2 resistance level john