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To: Scumbria who wrote (51561)	8/28/2000 7:43:55 PM
From: Bilow	Respond to of 93625

Hi Scumbria; I think that what Samsung is talking about when they say "careful planning" is their refusal to build as much RDRAM as Intel asked for last spring. This was at the meeting where they called all the memory makers together, and the memory makers wouldn't talk to Intel one at a time, but instead insisted on a group discussion. I was laughing big time when that news got out, it was such clear evidence for what is now going on. -- Carl