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To: Stuart Steele who wrote (44943)6/19/2000 12:06:00 AM
From: ekid  Respond to of 93625
 
<<Tate now feel DRAM will be 60% of total revenues.>>

Is this because his future estimates for Drams increased because of revenues from SDRAM and DDR, or because he revised the non-Dram estimates down ?



To: Stuart Steele who wrote (44943)6/19/2000 2:13:00 AM
From: dmf  Respond to of 93625
 
Stuart: Re "Tate now feel DRAM will be 60% of total revenues."

Please clarify.

Once RDRAM 35% of total revenues, now DRAM (RDRAM, DDR + SDRAM) will be 60% of total revenues?

Thanks. dmf


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