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To: Don Green who wrote (42527)	5/19/2000 8:42:00 AM
From: gnuman	Read Replies (1) \| Respond to of 93625

DDR Summit impressions. Said I wouldn't do a synopsis, but at least want to give my recollection of some key points presented at the summit. 1. Memory makers see DDR as evolutionary. - Can use existing infrastructure to produce. - Will be producing chip's that can be configured as SDRAM or DDRDRAM with final metal mask. - Easy to support transition from PC133 to DDR. PC133 will have major consumption for the next couple of years, but same line's and infrastructures support both - Expect price premium of 128Mb DDR ~ 3% in 2001. - See this as next generation DRAM. 2. Servers will consume very large quantities of DDR. - Server memory requirements growing much faster than PC. 3. Platform's - See DDR in all platforms next year. - DDR ideal for portables (Using AMD technology to reduce power). - Transmeta was there claiming DDR ideal for their new notebook CPU. - VIA/ALI/AMD have chip sets in design/validation. - VIA will support both Intel and AMD. - North bridge chip's will support either SDRAM or DDRDRAM. - South bridge has new 2X speed PCI bus. - See value PC's as major consumer of DDR. Performance increase at little cost adder. - AMD had demo of Thunderbird and DDR running. - Will see PC's with DDR end of Q3. 4. Memory chips - Hyundai shipping/sampling to major companies. - Mitsubishi sampling to major companies. - Samsung producing 128 Mb and sampling 256Mb. (Also major supplier to graphics industry). - Micron sampling now, 128Mb production Q3 and 256Mb Q4. - Infineon shipping for graphics, have sampled 256MB DDRDIMM's 5. Support chips, clock generators, PLL's, etc., have multiple sources. There are major market forces in conflict. An "inflection point" in the industry? I expect to see many articles/announcements over the next few months. All the above are my recollection of what was presented, so JMHO's