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To: Tom Warren who wrote (35607)	12/7/1999 9:25:00 AM
From: Jdaasoc	Respond to of 93625

Tom: Intel benchmark claims 30% improvement for 820 over BX. developer.intel.com "As you can see in Figure 4, the 820 chipset, with its higher bandwidth and faster system bus, shows an overall gain of 30 percent over the 440BX AGPset with the same speed processor" "Configurations VC820 2+0 Motherboard, Intel© Pentium© III processor 600/133 (A3 Stepping-SC242) BIOS VC8201A.86A.0013.B; LGS 128MB RIMM, 16 device; Continuity RIMM in RIMM slot 2 SE440BX-2 Motherboard, Intel Pentium III processor 600/100 (A3 Stepping-SC242)" john

To: Tom Warren who wrote (35607)	12/7/1999 11:21:00 AM
From: gnuman	Read Replies (1) \| Respond to of 93625

Tom Warren, re:<<So apples to apples Samsung annual production would be roughly 50 mill 64Mb equivalents out of 1 bill. 5% give or take.>> The problem with hypothesizing numbers is we can make them anything we like. <g> I assumed an average 8 DRAMS per PC whether 32 or 64mB. (Probably a low assumption). But next year we'll see a shift to 64/128mB Drams. Can't speculate the mix, but Win2K could drive it towards the higher densities. And when you speak of "equivalent" share you're implying share of revenues, not unit quantity. I think to get 5% share of units price will have to come down significantly. JMHO's