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To: Joe Donato who wrote (42522)	5/19/2000 12:21:00 AM
From: Jdaasoc	Read Replies (3) \| Respond to of 93625

Joe: DRAM prices have doubled or tripled from JUN-AUG lows each of past two years. We are in May now and prices are stable at $50 for 64 MB DIMMs, your estimate for prices at $160-180 based on $19 per chip in 4Q are not unreasonable. I did quick check of TI web site and DDR clock chips, the glue for DDR DIMMs, have not advanced beyond the sample phase since they were announced last fall. If Intel can get over $600 for 800 MHz+ CPU's, they could afford to give away 128 MB RIMM for free with each CPU. That's one way of solving the RDRAM availability problem. Last but not least, I know Kingston's recent system testing announcement is a big issue for Intel as system speeds go past 1 GHz and 820 chipset rpoblems were not found until after release. You could imagine what another 820 chipset fiasco would do for Willimette's success in fall. I see that Intel will want to ensure 110% that RDRAM, chipsets and motherboard work correctly with Kingston providing the system test equipment. john