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To: Eric K. who wrote (42409)5/17/2000 4:37:00 AM
From: Joe NYC  Read Replies (1) | Respond to of 93625
 
Eric,

Anyway, how can anyone think Intel has a prayer in Hell chance of not losing at least a couple percent of market share this year?

If there is no Willy (or insufficient quantity) in 2000, the couple of percentage points of market share that Intel will lose will come from the high end, the place where some of the RDRAM memory goes now. It will be hard to justify the price premium of expensive memory for 2nd tier machines (performance-wise).

Joe