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To: Andrew Shih who wrote (125360)	1/18/2001 12:45:38 AM
From: maui_dude	Respond to of 186894

Andrew, Some of the info you asked for with regard to RDRAM ramp is at : siliconstrategies.com Maui.

To: Andrew Shih who wrote (125360)	1/18/2001 12:46:45 AM
From: Tenchusatsu	Respond to of 186894

Andrew, <Thus, 20 million P4's need 40 million memory modules> I don't think the limiting factor is the number of memory modules. The real limiting factor is the number of RDRAM devices itself. Whether you have 128 megs on one module or two, it's still the same number of devices (eight 128 Mbit devices). Tenchusatsu

To: Andrew Shih who wrote (125360)	1/18/2001 2:22:22 AM
From: Paul Engel	Respond to of 186894

Andrew - re: "If they expect the P4 to overtake P3 in sales, wouldn't it have to get to around 20 million units per quarter? Is there anything close to this much capacity w/ RDRAM?" Duh !!!! Intel is slated to have their Brookdale SDRAM chip set ready for Q3 2001. That makes the DRDRAM availability issue moot - by late in Q 2001, most P4's will be shipping with PC133 SDRAM. Then in Q4 - where the largest P4 production occurs - SDRAM will be dominant for the Pentium 4. Simple - isn't it? Paul