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To: blake_paterson who wrote (69363)	3/29/2001 4:15:45 PM
From: gnuman	Respond to of 93625

My, my. That's quite the change from your previous position (re: SDRAM will continue to rule). And quite a speculative one, I would say. But its JMO, no time to produce the data <g> Don't confuse my thoughts on P4/SDRAM with SDRAM market share. And you don't need to produce the data, I still predict SDRAM at >80% unit share this year, and the major share next year. Remember that Intel is projecting only 20 million P4's this year, and we don't know how that will split by memory type. And as you also know, computers and peripherals will only account for ~ 60% of the DRAM market in 2001. So my prediction still seem's reasonable.