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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Skeeter Bug who wrote (76033)	2/16/2000 9:29:00 PM
From: Zeev Hed	Respond to of 132070

Skeeter, reports I hear is that the real estate penalty (silicon real estate, I mean) is down to 10%, or at least there is good visibility of it coming down that much, thus once mass production is achieved, the cost differential will be reduced, but more importantly, due to lower pin count, I think that there is going to be a good chance that RMBS costs will go below DDR for the same results. There are going to be other problems, particularly, heat dissipation, but these are small relative to heat dissipation problems the CPU's are going to meet, IMHO. All these costs are going to come down the normal learning curve in the industry. One day, MU will lose more on each RDRAM it ships than on their current SDRAM (well, right now at $6 bucks they make some), but RMBS will still make between 1% to 2% net before taxes on what MU loses money to ship (VBG). Zeev