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To: Daniel Schuh who wrote (56747)	10/5/2000 2:47:56 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi Daniel Schuh; Re the Dataquest figures showing DDR and RDRAM in equal production for 2000... It's not a surprise to me, but I figured some of the guys around here could appreciate the insight. I really don't know how many P4s are going to be produced, but one can easily run the numbers for 100K per week. That would be 400K per month. Assume they're all singles (worst case or only case?). With 512MB per machine, 128Mb chips, that's 32 per. 32 x 400K = 12.8 million per month. That is more than can currently be supplied, but not by that much, and my numbers are generous in RDRAM usage. I would have to guess that between Samsung, Toshiba, and NEC, they can make enough RDRAM for 100K per week. But this is not to say that I think that that many P4s are going to get produced. I really have no idea. Regardless of the success of the P4, RDRAM is still quite dead. -- Carl