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To: NightOwl who wrote (73333)	5/21/2001 8:45:03 AM
From: gnuman	Read Replies (3) \| Respond to of 93625

Owl, In Samsungs case it can alter DRDRAM supply to maintain its preferred price because it's target market (P4 systems) has no options. I consider Intel's new chip-set for P4 SDRAM/DDR as an option. Think about the reasons for this change in the "roadmap." Dell/INTC have to pay Samsung's price because they don't like competition and must also "die" by that sword.<g> I think Intel and Samsung have corporate relationships and Agreements that go back over twenty years. I think Intel has invested well over a Billion dollars in Samsung during that period. Last March DELL announced a $16 billion Agreement with Samsung which among other things assures a supply of memory components. While we don't know the terms of those Agreements, I'm sure they include "MFC" prices which are well below what the rest of the industry pays. But I suspect that you should consider this particular round of DRAM "Segmentation" as another in a long line of "Standards Wars." PC segmentation broadly defines the price/performance of the systems and the application sector for which they're targeted. It ranges from the "Value" segment to high end work stations. The "Value" segment is satisfied by a Celeron or Duron processor with the cheapest PC100 memory. Segmentation also differentiates between desk top and mobile systems. The memory requirements of the various segments are vastly different. The other thing to consider is that the P4 is the first new micro-architecture from Intel in many years. To get full advantage of it's architectural features requires different memory than legacy CPU's. Even Carl's favorite product , PC graphics, uses different memory based on price/performance. There is "more than one." <G> JMO's