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To: Scumbria who wrote (56647)	10/4/2000 7:00:16 PM
From: sylvester80	Respond to of 93625

Scumbria, Toshiba mainly covers the PS2 demand. Samsung mainly covers the PC side and so does NEC.

To: Scumbria who wrote (56647)	10/4/2000 7:21:56 PM
From: Tenchusatsu	Respond to of 93625

Scumbria, Toshiba said they can produce enough RDRAM devices for Playstation 2. <eom>

To: Scumbria who wrote (56647)	10/4/2000 7:31:29 PM
From: The Duke of URL©	Respond to of 93625

"What does it all mean?" Maybe it means that Intel has purchased ALL of Samsung's RDRAM output for at least the next year. That is why Sony announced a parts shortage for the P-S2.

To: Scumbria who wrote (56647)	10/4/2000 7:41:51 PM
From: Dave B	Respond to of 93625

Scumbria, Samsung alone has the capacity to produce 10 million RDRAM parts per month. That's 1.25million 128Mb RIMMs. That will cover part of the PS2 demand. What about the rest of the PS2's and the hundreds of thousands of P4's, all of which require at least 256MB? I see that it's already been pointed out that Toshiba covers the PS2 demand, however I also wanted to point out that Sony is planning to ramp the PS2 to 1.4M units per month. That will be 2.8M RDRAM chips per month (2 per unit), so 10M would cover the whole PS2 demand with enough left over for roughly 900K 128M RIMMs per month (if Sony were buying RDRAM from Samsung, which they're not). Dave