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To: Bilow who wrote (74804)	6/22/2001 9:30:34 AM
From: Jdaasoc	Read Replies (1) \| Respond to of 93625

carl: selling as much DDR as they can, as it is obvious to them that DDR is the next mainstream memory I am going to try to summarize the MM dilemma as succinctly as possible. If they don't get new socket design accepted soon, they will be dogged continuously by the pricing problem we have now. SDRAM is a commodity item and will be had pressed to be sold at a profit as production in unit volumes increases dramatically on smaller geometries on larger wafers in a declining market. The standard has to change to something else but SDRAM. Its value has sunken to less than cost of production. If it rebounds back up in price with some value, future production of SDRAM at some level will compete with 4 years worth of production of SDRAM already in machines. Recycling of computer equipment has been going on at some level since the creation of computing devices. The cruel fact is that hard drives, power supplies, modems and mainboards fail and processors get obsolete but mainstream memory is pretty long lived. The standard will change to DDR for the MM salvation. At one time I envisioned that RDRAM would be the standard and similar low cost scenario would for RDRAM would develop after several years. john