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To: Dave B who wrote (47293)	7/16/2000 9:15:23 PM
From: Bilow	Read Replies (3) \| Respond to of 93625

Hi Dave B; In response to my post which included: Re Micron stepping back out of DDR chipset business... This isn't much of a surprise,, you wrote: "That wasn't what you said in message #43555 when you counted up the number of DDR chipsets coming out." Here's what I did write: (#reply-13833764) I had 14 chipsets, but I left off the AMD 770. Adding that in, and subtracting the Micron Samurai still leaves 14 DDR chipsets: New New list of DDR chipsets in development: DDR Chipset Processor Date Remarks ------ ------- ----------- ---- ---------------- VIA PRO266 Pentium III 3Q00 Production, multiprocessor VIA PX266 Pentium III 4Q00 Samples VIA PM266 Pentium III 4Q00 Samples, integrated solution VIA KX266 Athlon 0800 Samples VIA KM266 Athlon 0101 Samples, integrated solution VIA Apollo Cyrix III 2H00 Proprietary CPU AMD 760 Athlon 4Q00 Thunderbird, Mustang AMD 770 Athlon 4Q00 Thunderbird, Mustang, dual processor ALi Aladdin Athlon 3Q00 Demo June 2000? ALi Aladdin Pentium III 4Q00 First to market? Intel ???? Pentium IV 1H01 For servers, w/ServerWorks ServerWorks SS IV Pentium IV 2001 PC200 SiS M1647 Pentium III 1H01 Mass production by 093000 SiS ??? Athlon 1H01 Rumors only? The above list is clearly way too many for a volume dependant high end chipset market. I would expect that more chips are going to continue to drop out of competition, (and more chips to show up with later delivery dates.) In addition, I have undoubtedly left some players out. What exactly do you mean to imply with you comment "that wasn't what you said"? Do you want me to be psychic in my predictions as to what the next chipsets to be dropped are? Some of these chipsets are going to be late. Do you expect me to tell you in advance which ones? These are pretty high standards you are holding me too. Count the number above and compare it to the number of RDRAM chipsets for PCs currently in development. DDR won. RDRAM lost. The story for the 2001 PC market is over. -- Carl