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To: gnuman who wrote (61074)	11/13/2000 11:19:58 AM
From: jim kelley	Read Replies (2) \| Respond to of 93625

Actually, it looks like AMD bet the farm on a unstable product. In addition, it looks like Taiwan has also bet the farm on DDR. Yet none of these companies is able to field a credible product. Micron is now confined to the commodity segment of the DRAM market and is badly lagging in leading edge memory technology. Team DDR is in serious trouble and that will become even more apparent this week. AMD will be pushed back into the low end of the market. It is probable that the P4 will dominate the middle and upper end of the desk top market within 1 to 2 quarters. DDR is flawed. JMO

To: gnuman who wrote (61074)	11/13/2000 12:36:11 PM
From: Dave B	Respond to of 93625

Gene, P4 must be driving Dell, etc., crazy. ... A marketing nightmare? SOP. And these changes can be used to their benefit. About two weeks after buying my Gateway computer in 1996, the price dropped on my model number, so I called up to claim price protection. They had changed something small in the configuration, however, and tried to tell me that it was a new "model" and therefore not protected. Since I had a thirty day return privilege, I convinced them that it would cost them more to take back my two week old system and deal with it than to just send me a check for the difference. Dave