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To: mishedlo who wrote (49573)	8/13/2000 12:10:04 PM
From: anandnvi	Read Replies (1) \| Respond to of 93625

mishedlo, I love you :) Two debunking posts that have made my day <vbg> Anand

To: mishedlo who wrote (49573)	8/13/2000 12:10:53 PM
From: Daniel Schuh	Respond to of 93625

It is old news, but I'll repeat the same bit I did the last time it showed up. Always good to scroll down the page a little. The previous item from realworldtech.com , all of an hour earlier: According to an informed source, despite what was presented in the August 2000 Industry Update it seems that Durons are selling very well in Asia. In fact, the claim is that they are outselling TBirds by a 4-to-1 margin. This is in contrast to the sources here in the U.S. (both resellers and manufacturers), that said Durons were not in demand. This same source also said that Dell reduced their DRDRAM orders from Samsung by 60% in July. This would help to explain the rapid decline in prices, as suggested in the August Update. It seems that Samsung has been making about 3.5 million chips per month, but is now considering cutting that back to 2 million per month by year end. Note that the earlier rumor is not exactly consistent with an impending P4 launch, but who knows? By the "objective" reporting standards of this thread, the "P4 on track" rumor is indisputable truth, and the shrinking RDRAM demand rumor is pure FUD. Whatever. Cheers, Dan.