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To: Bilow who wrote (69141)	3/26/2001 2:00:29 AM
From: The Prophet	Read Replies (1) \| Respond to of 93625

Whoa, I thought the lawyers were the ones supposed to overcomplicate things! Let's call it a gentlemen's wager - I trust you to concede, if appropriate.

To: Bilow who wrote (69141)	4/10/2001 9:05:56 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi all; Update on the DDR pricing drop. DDR drops below 200% more expensive than SDRAM: Date SDRAM PC2100 PC800 PC2100 PC800 RDRAM-DDR 03/26/01 $46.20 $188.40 $306.20 +307% +562% +255% 03/29/01 $47.40 $186.80 $306.20 +294% +538% +244% 04/02/01 $45.20 $164.00 $293.20 +263% +549% +286% 04/04/01 $45.20 $152.60 $293.20 +238% +549% +311% 04/06/01 $45.00 $142.60 $285.00 +215% +533% +318% 04/08/01 $45.00 $140.40 $277.40 +212% +516% +304% 04/09/01 $45.00 $137.80 $281.60 +206% +526% +320% 04/10/01 $44.60 $132.20 $274.40 +196% +515% +319% -- Carl P.S. Old data: #reply-15638393 New data from pricewatch: 4/08/01 PC133: $ 44, 44, 45, 45, 45 --> $ 44.60 PC2100: $129, 130, 133, 134, 135 --> $132.20 +196% PC800: $268, 269, 275, 280, 280 --> $274.40 +515% pricewatch.com

To: Bilow who wrote (69141)	4/12/2001 3:03:16 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi all; Update on the DDR pricing drop. DDR continues to drift towards PC133 pricing. DDR Motherboard SKU count up to 232. Date SDRAM PC2100 PC800 PC2100 PC800 RDRAM-DDR 03/26/01 $46.20 $188.40 $306.20 +307% +562% +255% 03/29/01 $47.40 $186.80 $306.20 +294% +538% +244% 04/02/01 $45.20 $164.00 $293.20 +263% +549% +286% 04/04/01 $45.20 $152.60 $293.20 +238% +549% +311% 04/06/01 $45.00 $142.60 $285.00 +215% +533% +318% 04/08/01 $45.00 $140.40 $277.40 +212% +516% +304% 04/09/01 $45.00 $137.80 $281.60 +206% +526% +320% 04/10/01 $44.60 $132.20 $274.40 +196% +515% +319% 04/12/01 $43.20 $125.80 $268.00 +191% +520% +329% -- Carl P.S. Old data: #reply-15644600 New data from pricewatch: 4/12/01 PC133: $ 43, 43, 43, 43, 44 --> $ 43.20 PC2100: $114, 124, 129, 130, 132 --> $125.80 +191% PC800: $265, 267, 269, 269, 270 --> $268.00 +520% pricewatch.com

To: Bilow who wrote (69141)	4/13/2001 8:04:14 PM
From: Bilow	Respond to of 93625

Hi all; Update on the DDR pricing drop. DDR continues to drift towards PC133 pricing. DDR Motherboard SKU count up another 15 to 247. Date SDRAM PC2100 PC800 PC2100 PC800 RDRAM-DDR 03/26/01 $46.20 $188.40 $306.20 +307% +562% +255% 03/29/01 $47.40 $186.80 $306.20 +294% +538% +244% 04/02/01 $45.20 $164.00 $293.20 +263% +549% +286% 04/04/01 $45.20 $152.60 $293.20 +238% +549% +311% 04/06/01 $45.00 $142.60 $285.00 +215% +533% +318% 04/08/01 $45.00 $140.40 $277.40 +212% +516% +304% 04/09/01 $45.00 $137.80 $281.60 +206% +526% +320% 04/10/01 $44.60 $132.20 $274.40 +196% +515% +319% 04/12/01 $43.20 $125.80 $268.00 +191% +520% +329% 04/13/01 $43.00 $118.40 $263.00 +175% +512% +377% -- Carl P.S. Old data: #reply-15655671 New data from pricewatch: 4/13/01 PC133: $ 43, 43, 43, 43, 43 --> $ 43.00 PC2100: $114, 115, 118, 121, 124 --> $118.40 +175% PC800: $250, 264, 265, 267, 269 --> $263.00 +512% pricewatch.com

To: Bilow who wrote (69141)	4/27/2001 8:17:11 PM
From: Bilow	Read Replies (2) \| Respond to of 93625

Hi all; Update on the DDR and RDRAM pricing trend. There are now 289 DDR MB SKUs. Date SDRAM PC2100 PC800 PC2100 PC800 RDRAM-DDR 03/26/01 $46.20 $188.40 $306.20 +307% +562% +255% 03/29/01 $47.40 $186.80 $306.20 +294% +538% +244% 04/02/01 $45.20 $164.00 $293.20 +263% +549% +286% 04/04/01 $45.20 $152.60 $293.20 +238% +549% +311% 04/06/01 $45.00 $142.60 $285.00 +215% +533% +318% 04/08/01 $45.00 $140.40 $277.40 +212% +516% +304% 04/09/01 $45.00 $137.80 $281.60 +206% +526% +320% 04/10/01 $44.60 $132.20 $274.40 +196% +515% +319% 04/12/01 $43.20 $125.80 $268.00 +191% +520% +329% 04/13/01 $43.00 $118.40 $263.00 +175% +512% +377% 04/17/01 $42.00 $119.40 $257.80 +184% +514% +330% 04/19/01 $42.00 $117.80 $258.20 +180% +515% +335% 04/21/01 $41.40 $114.80 $248.80 +177% +501% +324% 04/23/01 $40.00 $114.40 $246.00 +186% +515% +329% 04/24/01 $42.00 $113.20 $236.60 +170% +463% +293% 04/25/01 $41.00 $113.20 $234.80 +176% +473% +297% 04/26/01 $40.20 $110.40 $231.60 +174% +476% +302% 04/27/01 $39.80 $105.20 $230.80 +164% +480% +316% -- Carl P.S. Old data: #reply-15660852 New data from pricewatch: 4/27/01 (289 DDR MB SKUs) PC133: $ 39, 40, 40, 40, 40 --> $ 39.80 PC2100: $104, 104, 105, 105, 108 --> $105.20 +164% PC800: $227, 228, 233, 233, 233 --> $230.80 +480% 4/26/01 (288 DDR MB SKUs) PC133: $ 40, 40, 40, 40, 41 --> $ 40.20 PC2100: $108, 108, 111, 112, 112 --> $110.20 +174% PC800: $228, 229, 233, 234, 234 --> $231.60 +476% 4/25/01 (281 DDR MB SKUs) PC133: $ 40, 40, 40, 41, 44 --> $ 41.00 PC2100: $112, 112, 114, 114, 114 --> $113.20 +176% PC800: $234, 235, 235, 235, 235 --> $234.80 +473% 4/24/01 (273 DDR MB SKUs) PC133: $ 40, 40, 41, 44, 45 --> $ 42.00 PC2100: $112, 112, 114, 114, 114 --> $113.20 +170% PC800: $235, 235, 236, 238, 239 --> $236.60 +463% 4/23/01 (271 DDR MB SKUs) PC133: $ 40, 40, 40, 40, 40 --> $ 40.00 PC2100: $114, 114, 114, 115, 115 --> $114.40 +186% PC800: $243, 245, 245, 248, 249 --> $246.00 +515% 4/21/01 (269 DDR MB SKUs) PC133: $ 40, 41, 42, 42, 42 --> $ 41.40 PC2100: $114, 114, 115, 115, 116 --> $114.80 +177% PC800: $247, 248, 249, 250, 250 --> $248.80 +501% 4/19/01 (257 DDR MB SKUs) PC133: $ 42, 42, 42, 42, 42 --> $ 42.00 PC2100: $115, 117, 118, 118, 121 --> $117.80 +180% PC800: $250, 259, 260, 260, 262 --> $258.20 +515% 4/17/01 PC133: $ 42, 42, 42, 42, 42 --> $ 42.00 PC2100: $115, 118, 118, 121, 125 --> $119.40 +184% PC800: $250, 250, 262, 263, 264 --> $257.80 +514%

To: Bilow who wrote (69141)	4/30/2001 6:01:32 PM
From: Bilow	Read Replies (3) \| Respond to of 93625

Hi all; Update on the DDR and RDRAM pricing trend... Date SDRAM PC2100 PC800 PC2100 PC800 RDRAM-DDR 03/26/01 $46.20 $188.40 $306.20 +307% +562% +255% 03/29/01 $47.40 $186.80 $306.20 +294% +538% +244% 04/02/01 $45.20 $164.00 $293.20 +263% +549% +286% 04/04/01 $45.20 $152.60 $293.20 +238% +549% +311% 04/06/01 $45.00 $142.60 $285.00 +215% +533% +318% 04/08/01 $45.00 $140.40 $277.40 +212% +516% +304% 04/09/01 $45.00 $137.80 $281.60 +206% +526% +320% 04/10/01 $44.60 $132.20 $274.40 +196% +515% +319% 04/12/01 $43.20 $125.80 $268.00 +191% +520% +329% 04/13/01 $43.00 $118.40 $263.00 +175% +512% +377% 04/17/01 $42.00 $119.40 $257.80 +184% +514% +330% 04/19/01 $42.00 $117.80 $258.20 +180% +515% +335% 04/21/01 $41.40 $114.80 $248.80 +177% +501% +324% 04/23/01 $40.00 $114.40 $246.00 +186% +515% +329% 04/24/01 $42.00 $113.20 $236.60 +170% +463% +293% 04/25/01 $41.00 $113.20 $234.80 +176% +473% +297% 04/26/01 $40.20 $110.40 $231.60 +174% +476% +302% 04/27/01 $39.80 $105.20 $230.80 +164% +480% +316% 04/28/01 $39.60 $108.60 $229.20 +174% +479% +305% 04/30/01 $39.40 $108.00 $224.80 +174% +471% +297% RDRAM 108% more expensive than DDR, up from 63% when this data series started late March. -- Carl P.S. Old data: #reply-15730626 New data from pricewatch: 4/30/01 (293 DDR MB SKUs) PC133: $ 39, 39, 39, 40, 40 --> $ 39.40 PC2100: $108, 108, 108, 108, 108 --> $108.00 +174% PC800: $218, 225, 226, 227, 228 --> $224.80 +471%

To: Bilow who wrote (69141)	5/1/2001 9:54:08 PM
From: Bilow	Respond to of 93625

Hi all; Update on the DDR and RDRAM pricing trend... Date SDRAM PC2100 PC800 PC2100 PC800 RDRAM-DDR 03/26/01 $46.20 $188.40 $306.20 +307% +562% +255% 03/29/01 $47.40 $186.80 $306.20 +294% +538% +244% 04/02/01 $45.20 $164.00 $293.20 +263% +549% +286% 04/04/01 $45.20 $152.60 $293.20 +238% +549% +311% 04/06/01 $45.00 $142.60 $285.00 +215% +533% +318% 04/08/01 $45.00 $140.40 $277.40 +212% +516% +304% 04/09/01 $45.00 $137.80 $281.60 +206% +526% +320% 04/10/01 $44.60 $132.20 $274.40 +196% +515% +319% 04/12/01 $43.20 $125.80 $268.00 +191% +520% +329% 04/13/01 $43.00 $118.40 $263.00 +175% +512% +377% 04/17/01 $42.00 $119.40 $257.80 +184% +514% +330% 04/19/01 $42.00 $117.80 $258.20 +180% +515% +335% 04/21/01 $41.40 $114.80 $248.80 +177% +501% +324% 04/23/01 $40.00 $114.40 $246.00 +186% +515% +329% 04/24/01 $42.00 $113.20 $236.60 +170% +463% +293% 04/25/01 $41.00 $113.20 $234.80 +176% +473% +297% 04/26/01 $40.20 $110.40 $231.60 +174% +476% +302% 04/27/01 $39.80 $105.20 $230.80 +164% +480% +316% 04/28/01 $39.60 $108.60 $229.20 +174% +479% +305% 04/30/01 $39.40 $108.00 $224.80 +174% +471% +297% 05/01/01 $39.00 $107.40 $221.80 +175% +469% +294% -- Carl P.S. Old data: #reply-15735967 New data from pricewatch: 05/01/01 (305 DDR MB SKUs) PC133: $ 39, 39, 39, 39, 39 --> $ 39.00 PC2100: $106, 107, 108, 108, 108 --> $107.40 +175% PC800: $215, 218, 225, 225, 226 --> $221.80 +469%

To: Bilow who wrote (69141)	5/2/2001 10:07:22 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi all; Update on the DDR and RDRAM pricing trend... News: Cheapest PriceWatch 256MB DDR PC2100 first time below $100. Date SDRAM PC2100 PC800 PC2100 PC800 RDRAM-DDR 03/26/01 $46.20 $188.40 $306.20 +307% +562% +255% 03/29/01 $47.40 $186.80 $306.20 +294% +538% +244% 04/02/01 $45.20 $164.00 $293.20 +263% +549% +286% 04/04/01 $45.20 $152.60 $293.20 +238% +549% +311% 04/06/01 $45.00 $142.60 $285.00 +215% +533% +318% 04/08/01 $45.00 $140.40 $277.40 +212% +516% +304% 04/09/01 $45.00 $137.80 $281.60 +206% +526% +320% 04/10/01 $44.60 $132.20 $274.40 +196% +515% +319% 04/12/01 $43.20 $125.80 $268.00 +191% +520% +329% 04/13/01 $43.00 $118.40 $263.00 +175% +512% +377% 04/17/01 $42.00 $119.40 $257.80 +184% +514% +330% 04/19/01 $42.00 $117.80 $258.20 +180% +515% +335% 04/21/01 $41.40 $114.80 $248.80 +177% +501% +324% 04/23/01 $40.00 $114.40 $246.00 +186% +515% +329% 04/24/01 $42.00 $113.20 $236.60 +170% +463% +293% 04/25/01 $41.00 $113.20 $234.80 +176% +473% +297% 04/26/01 $40.20 $110.40 $231.60 +174% +476% +302% 04/27/01 $39.80 $105.20 $230.80 +164% +480% +316% 04/28/01 $39.60 $108.60 $229.20 +174% +479% +305% 04/30/01 $39.40 $108.00 $224.80 +174% +471% +297% 05/01/01 $39.00 $107.40 $221.80 +175% +469% +294% 05/02/01 $39.00 $104.20 $215.60 +167% +453% +286% -- Carl P.S. Old data: #reply-15741846 New data from pricewatch: 05/02/01 (311 DDR MB SKUs) PC133: $ 39, 39, 39, 39, 39 --> $ 39.00 PC2100: $ 99, 105, 105, 106, 106 --> $104.20 +167% PC800: $214, 214, 215, 217, 218 --> $215.60 +453%