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To: Bilow who wrote (43208)	5/31/2000 2:45:00 AM
From: Bilow	Respond to of 93625

Memory maker advertisements in the latest paper issue (May 29) of EE-Times: Micron is bragging about their DDR, no mention of RDRAM: P. 7 Micron: DDR SDRAM Egomaniac Big fast memory that'll go straight to a server's head. Hyundai seems to forget to mention RDRAM in their 2-page memory ad, though they found cause to talk about everything from SRAM to DDR and flash: P. 12 Hyundai: MEMORY SOLUTIONS Technology solutions: Right now, we're sampling 256Mb SDRAM at up to 166MHz using 0.15u technology. And 1.8V and 2.7V 16Mb flash. We're also delivering the fastest DDR chip on the market. With over 3,700 R&D engineers working on complete lines of SDRAM, SRAM, flash, System IC products and Foundry services, Hyundai is at the forefront of technology solutions. Start today and make Hyundai your Memory solutions partner. No RDRAM advertisements at all. MCM starting to come alive: P. 38 Intercept: Advertisement for MCM/Hybrid/PCB design software. Flash from STM: P. 65 STMicroelectronics: Flash And on p. 175, Micron is hiring big time with a full page ad, including some interesting looking SOC type positions in San Jose. -- Carl

To: Bilow who wrote (43208)	5/31/2000 6:41:00 AM
From: Dave B	Read Replies (1) \| Respond to of 93625

Carl, Jim Handy of Dataquest, (the guy who was predicting RDRAM to run rampant this year), managest to write an entire article titled: Technology Dictates Fate of Memories without once ever even mentioning RDRAM (or DDR): techweb.com; What's your point? The article is about three major segments of memory -- DRAM, SRAM, and Flash. He lumps all of the DRAM types into the DRAM category without mentioning anything at all about the product mix. The main message seems to be simply that we can expect equilibrium in the market this year and shortages next year. Dave