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To: Bilow who wrote (63491)	1/2/2001 8:19:19 AM
From: gnuman	Read Replies (1) \| Respond to of 93625

Samsung on RDRAM market According to this article, Samsung shipped 30 Million RDRAM's at an ASP of $30.00 in 2000. Total Y2000 RDRAM market estimated at $1.7 B. This is ~ 5% of W/W DRAM revenues, and <2% of units. For Y2001, Samsung estimates $3.7B W/W revenues for RDRAM. Based on SIA's estimate of $41B Y2001 W/W DRAM revenues, we get ~9% Revenue share for RDRAM, <5% of units. nikkeibp.asiabiztech.com JMHO's

To: Bilow who wrote (63491)	1/8/2001 10:51:00 PM
From: Bilow	Read Replies (3) \| Respond to of 93625

Hi all; PC133 continues to creep lower, while PC800 stays expensive. Ratio rises to 440%, now the highest since April 3, 2000, more than 9 months ago. As usual, data from smsperling. 01/08/01 440% ($2.385/$0.442) 01/01/01 389% ($2.390/$0.489) 12/25/00 401% ($2.481/$0.495) 12/18/00 400% ($2.607/$0.521) 12/11/00 389% 12/04/00 359% 11/27/00 323% 11/20/00 316% 11/13/00 296% 11/06/00 275% 10/30/00 260% 10/23/00 227% 10/16/00 203% 10/09/00 181% 10/02/00 162% 9/25/00 153% 9/18/00 144% 9/11/00 141% 9/04/00 140% 8/28/00 158% 8/21/00 157% 8/14/00 162% 8/07/00 151% 7/31/00 162% 7/24/00 161% 7/17/00 162% 7/10/00 174% 7/03/00 186% 6/26/00 193% 6/19/00 222% 6/12/00 234% 6/05/00 272% 5/29/00 295% 5/22/00 338% 5/15/00 333% 5/08/00 324% 5/01/00 313% 4/24/00 340% 4/17/00 351% 4/10/00 417% 4/03/00 495% 3/27/00 559% 3/20/00 591% 3/13/00 562% 3/06/00 514% 2/28/00 560% -- Carl