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To: blake_paterson who wrote (72800)5/14/2001 10:17:42 AM
From: gnuman  Respond to of 93625
 
Blake, At least we were debating unit sales assumptions and not circular logic <g>...

It's amazing to me that someone could create a spread sheet that complex, (copywrited, no less), yet totally disregards industry forecasts of PC demand by segment, DRAM unit volume and price learning curves, etc. I guess that's how the term GIGO originated. <G>
BTW, I'm registered again, but with a different ID.



To: blake_paterson who wrote (72800)5/14/2001 10:35:12 AM
From: gnuman  Read Replies (1) | Respond to of 93625
 
Blake, re:For the year, Ross thinks Intel will ship roughly 10 million units, or about half the amount planned.

Message 15796381

You may want to review my original RDRAM forecast spreadsheet. Keep in mind I included PIII/i840. If you edited it without saving the original, I'll e-mail it to you.


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