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To: NightOwl who wrote (41588)	5/8/2000 12:58:00 AM
From: Dave B	Read Replies (1) \| Respond to of 93625

NightOwl, So I ask why is INTC not buying DRDRAM wafer starts? As you suggested, INTC has already invested almost $1B with the memory manufacturers for RDRAM. $500M of that went to Micron, which from the outside at least appears to have gone down the toilet w.r.t. RDRAM except that it bought them 6% of the company which is now worth something like 3X their investment (I think that's correct from an earlier post today). The short answer to your question is that you don't just convert a manufacturing line over night from SDRAM to DDR or RDRAM production. It takes time and most of the memory manufacturers have released statements about their RDRAM production ramps over the next 6-12 months. For the vendors who are not yet in a position to support or build RDRAM, there is no benefit to announcing your RDRAM plans now. If you can't build it yet, why validate the technology at this point in time? You'd want to wait until you can actually fill some of the demand before you validate it's existence. This is why I find the Dataquest estimates interesting. Since these guys talk to the memory manufacturers, they wouldn't make these statements without feedback from all the major vendors that RDRAM was going to be in significant production sometime soon. Dave