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To: Jdaasoc who wrote (42521)5/18/2000 11:59:00 PM
From: Joe Donato  Read Replies (1) | Respond to of 93625
 
John,

Everybody is expecting things to tighten up (with SDRAM supply). Victor DeDios is predicting $19 64M Synch parts in the spot market in Q4. With these expectations (who knows if it will happen, but these are the expectations) why would the manufacturer's risk their production on the uncertainty of the RDRAM market.