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

To: Knighty Tin who wrote (76516)	2/24/2000 7:02:00 PM
From: Steve Lee	Read Replies (3) \| Respond to of 132070

OK, I can understand that you might take the long term fundamental view and not consider TA. What makes you think DDR will win over RMBS. In my mind DDR is only suitable for higher capacity memory requirements where speed is not so important. RMBS is winning big in smaller devices due to its low cost (low pincount). Now Hyundai is ramping RMBS as fast as possible in addition to Toshiba, Samsung, INfineon etc. These DRAM giants must know something. I haven't seen much DDR RAM out of them yet. In fact DDR was rejected for the Playstation by SONY because it was too unstable. Intel last week called DDR "too little, too late" and "dead" as far as the workstation and small server market was concerned. Micron is one of the few DDR supporters amongst the DRAM companies. I expect them to announce their Rambus ramp shortly.

To: Knighty Tin who wrote (76516)	2/24/2000 7:43:00 PM
From: Terry Maloney	Read Replies (1) \| Respond to of 132070

Michael, given that RMBS is going to zero, more or less, whenever it goes, why do you cut it so close in time? The Aug 70's can be had for about the price of the Mar 140's ...