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

To: Steve Lee who wrote (77244)	3/8/2000 12:28:00 PM
From: Michael Bakunin	Read Replies (1) \| Respond to of 132070

Speaking of Hyundai, did you see the S/R/DDR DRAM matrix they put out a little while ago? Any comments? FWIW, it's reproduced here: hardwarecentral.com -mb

To: Steve Lee who wrote (77244)	3/8/2000 12:51:00 PM
From: gnuman	Read Replies (1) \| Respond to of 132070

Steve, re:<So we could be looking at 300 million units a quarter by the end of the year - more than half of your 500 units figure.> First, we were discussing DRAM for PC's. The number of RAMBUS chips consumed by the game consoles are unknown to me, but I can see them growing to 25 - 30 million units per quarter next year if PSX2 is really successful. The prices and fee's are also unknown to me, maybe you can help? And how many of the 10 Million units expected to be produced this quarter are for Sony? Is this the "expected surge in demand"? As for your assumption that RMBS production could grow more than an order of magnitude by the end of the year, I think the market will make that determination. The spot price for 64MB DIMM's has dropped to the $50.00 range and contract prices for SDRAM's are dropping. And as the makers start cranking out 256Mb chips later this year I expect 64MB DIMM's will eventually come down more, (or generate higher profits for the makers at the same price. Only two 256 Mb chips used in a 64MB DIMM). The price/performance factor is a large issue. JMHO's