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To: rushnomore who wrote (18036)	2/15/2000 12:49:00 PM
From: Apollo	Respond to of 54805

Moore says that "every new generation of DRAM, for example, goes straight into the tornado." (Tornado, p. 146) To me, that implies that the DRAM market as a whole is in the tornado phase, and every new DRAM generation enters the tornado as a player at a small market share and then tries to increase its share to become the dominant player. My take on Moore's statement, is that he may have meant each new generation of the same kind of DRAM; IOWs, improvements of a sustaining technology, not a completely new technology that is discontinuous. For example, PC 100 SDRAM does very well, then the next generation of SDRAM, PC 133 steps into the same place and does well consistent with the growth and ongoing need for PCs. DRDRAM from Rambus is discontinuous; time will tell whether it steps in lock-step into a tornado. It all depends on the memory manufacturers and Intel, ie who blinks. stan