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To: blake_paterson who wrote (70554)	4/19/2001 3:25:24 PM
From: gnuman	Respond to of 93625

Blake, assumptions changed I see you changed the pricing but you didn't use my RDRAM quantities. <VBG> (In fact, it looks like you've even increased Samsung's forecast of industry shipments. Historically, have they ever come close?) I also think you show DDR penetration much greater than reality. You might want to compare your forecast to MSDW's who probably have better access to the numbers than either of us. I'll e-mail you a spreadsheet of my forecast for Desk Top and Work Station units that you can edit. Years ago I spent a couple of months at the old GE Computer facility in Phoenix. Thought my skin would peel off. It's not the heat, it's the lack of humidity. <g>