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

To: Freedom Fighter who wrote (78056)	3/17/2000 3:20:00 PM
From: Michael Bakunin	Read Replies (1) \| Respond to of 132070

No, they're saying that RDRAM yields are pukey (they are), so every wafer that starts as RDRAM will cut PC memory bit output compared with what would have happened with all SDRAM. Note that they aren't saying this in their RMBS writeups. -g- Yes, Micron is pro-DDR/anti-Rambus. They feel that Rambus's penalties (latency, yield, royalties, heat) are not worth the benefits (bus efficiency, granularity, pin count). To them (and, FD, me), DDR- and DDR-II-DRAM will match most of Rambus's advantages with few of its disadvantages, and that on-die embedded SDRAM is a fine, granular solution where DDR's inappropriate (I'm less sure here). As for MU puts, I'll be buying some on Monday or Tuesday, assuming they're up days for the stock running into earnings/split. If MU doesn't run, I'll probably nibble anyways, hoping for one last ramp after the release itself. -mb