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To: jim kelley who wrote (42358)	5/16/2000 6:26:00 PM
From: Bilow	Read Replies (3) \| Respond to of 93625

Hi jim kelley; Re: "They need the X32 type of DDR for motherboards. I have not seen any evidence that any one is producing the right kind. Mass production of the right X32 DDR would be significant news." Of course you got this totally backwards. The chips needed for motherboards are the x4, x8, and x16s. The x32s are already shipping by the millions, mostly used in GeForce cards. The x4, x8, and x16 chips don't have to be specified until about 2 weeks before shipping. Until then, the material in progress is identical to SDRAM. So the memory industry is in perfect condition to do a surprise ramp of DDR SDRAM at about 2 weeks notice. That is what all those articles about DDR being a simple final metal layer mask difference from SDRAM were all about. In brief, the memory industry doesn't have to predict DDR consumption 3 months in advance, like it does RDRAM production, in order to schedule chip starts. So you will not see any announcements by them that they are ramping DDR production, at least not until DDR primarily takes over from SDRAM. They don't have to. Everybody in the industry knows that they can convert a tiny amount of their SDRAM production on very short notice into a (relatively) huge amount of DDR production. What you will see is an announcement that they are shipping high volumes of DDR, but I don't think you will see that announcement until fairly close to first customer ship. (Wait until mid summer, maybe.) -- Carl