To: Bilow who wrote (73278 ) 5/19/2001 10:31:50 PM From: gnuman Read Replies (2) | Respond to Carl, Third, you wrote "Micron is the market maker for DDR" and this is not true, in any sense of the word. DDR is available from 8 memory makers, and Micron was only expected to produce only about 7% of the DDR total for this quarter, as of the beginning of the year. It may turn out that Micron produces more, but Micron is not the market maker for DDR. Fourth, Micron is not the "market maker" for SDRAM either. So there is less significance to Micron's selling SDRAM at DDR prices than you suggest. What Micron is more likely doing is trying to convert their customers from SDRAM to DDR. They are not doing this by lowering their DDR prices to the market price for SDRAM, but instead by keeping their SDRAM at unattractively high rates, but offering DDR instead. This means that they make more money than if they sold only SDRAM, so it would be an attractive option Note that if you go to Pricewatch, you will see that the cheapest DDR in the 256MB PC2100 category right now is by Nanya. It's fairly easy for Micron to convince the industry to convert to DDR because everybody already has the stuff ready to produce. That's why there's 360+ SKUs for DDR MBs on PriceWatch, a boatload more than the total SKUs for RDRAM based Mbs. But I do think it hilarious that while the Rambus morons started with the belief that DDR would never be as cheap as RDRAM, they have now converted to the thought that DDR is already as cheap as SDRAM, and therefore a failure.
