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To: Bilow who wrote (53111)	9/12/2000 9:16:03 PM
From: Barry Grossman	Read Replies (1) \| Respond to of 93625

Current score: Signed: NEC - 10% Toshiba - 7.2% Hitachi - 2.4% OKI Electric - 2.4 Total % of 99 DRAM market signed - 22% Being litigated: Hyundai - 21% Micron - 18% Infineon - 8% Total - 47% Yet to be heard from: Samsung - 22% Mitsubishi - 4.2% Other - 5.6% Total - 31%

To: Bilow who wrote (53111)	9/12/2000 9:49:07 PM
From: richard surckla	Read Replies (3) \| Respond to of 93625

Bilow... AND THEN THERE WERE NONE! None meaning no more to sign in the near future. I can tell by the tone of your post that you are somewhat lost for words. Kind of knocked off balance and making a feeble attempt to communicate. But that's OK you'll soon vanish for another six months like you did last time. I wonder if we'll see any more posts tonight from you?<G> Only because I said this we probably will. If I hadn't said anything you would not post again!<G> Now what will he do? Just what will he do? PS. BILOW YOU BETTER STICK TO YOUR $2.80 STOCK TRADING SYSTEM! BWAHAHAHAHAHAHAHAHAHAHA!!!

To: Bilow who wrote (53111)	9/13/2000 12:33:18 AM
From: Dave B	Read Replies (3) \| Respond to of 93625

Carl, NEC is not yet a significant producer of DDR. The big boys are Infineon, Hyundai, and Micron, precisely the companies that are in suits. It didn't bother you to consider them important in the list of "major companies" supporting DDR you posted in June (http://www.siliconinvestor.com/readmsg.aspx?msgid=13832889): You should definitely stay away from the information published by the DDR supporters. That would include such major companies as IBM, AMD, Micon, Samsung, Hitachi, NEC, Fujitsu, Infineon, Nanya, Hyundai, Toshiba, VIA, Ali, SiS. Or May (http://www.siliconinvestor.com/readmsg.aspx?msgid=13717018): Memory makers making, or intending to make DDR: Fujitsu, Hitachi, Hyundai, IBM, Infineon, Micron, Mitsubishi, Mosaid, Nanya, NEC, Samsung, Toshiba Also, thanks for pointing out that we'll be getting royalties on at least 15M chips now (http://www.siliconinvestor.com/readmsg.aspx?msgid=13587022): Currently, NEC is producing some 200,000 to 300,000 RDRAMs a month, which is below the 1 million target it had originally expected to be making by this time. By comparison, NEC is making 10 million 64-Mbit SDRAMs and 5 million 128-Mbit SDRAMs per month, the spokesman said. Finally, it appears that NEC couldn't find any of those old notebooks, eh? (http://www.siliconinvestor.com/readmsg.aspx?msgid=13311176): Hi all; I seem to recall FAEs talking about synchronous DRAM long, long, before the parts came on the market. Similar to DDR, they were talked about for years, especially by NEC and Samsung, I seem to recall, long before samples were available. Looking forward to tomorrow. Dave