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To: NightOwl who wrote (105660)	7/14/2000 3:33:23 PM
From: Tony Viola	Respond to of 186894

NightOwl, stick around, don't go back to lurking, if it suits you. We can use another good poster. I just wondered about all the seeming urgency over figuring out upcoming memory bus speeds. Tony

To: NightOwl who wrote (105660)	7/14/2000 3:54:02 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

NightOwl, <That if Willy and Foster both appear with a 400MHz bus neither DDR-I nor DRDRAM (single channel) could be long dominant in the market place, if ever> You are right. Neither DDR nor RDRAM (single channel) will be enough for the Willamette bus. The problem is whether people will actually need the full performance of Willamette. I, along with many fellow engineers, wonder whether performance will continue to sell like it used to. I personally believe that PC133 will be king for the next year, maybe even two years. Then it'll be a toss-up between RDRAM and DDR, with all of RDRAM's hopes resting on Willamette and its acceptance in the marketplace. <I figured that if DDR-I and Single Channel RMBS aren't going to be around long, the earnings in the chip equipment sector and memory sector will be fairly safe bets well into 2003.> Why do you say this? Personally, I'm afraid that too much capacity is being added a little too late, which only perpetuates the cyclical nature of semiconductors. Tenchusatsu