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To: Bilow who wrote (75799)	7/15/2001 10:58:46 PM
From: Jdaasoc	Respond to of 93625

I'm guessing. As long as were guessing, I think Samsung cost per 128 Mbit is about $3 for SDRAM; $3.30 for DDR; and $4 for RDRAM. Proceeds are $2; $ 3.50 and $ 5 respectively. Please don't deny Samsung's rapid rise in RDRAM production. Even with 845 chipset, it will make very minor difference between SDRAM and RDRAM pricing unless it alters oversupply situation or excerbates it if performance is bad. However, I doubt that seriously it will effect supply/demand situation, since Intel is just exchanging 1 GHz 0.18 micron PIII with Northwood P4 for same markets with same memory type. Intel real reason for 845 is to cut into AMD's recent market share gains and Via's chipset business which isn't going anywhere with DDR. Intel holds the magic key for DDR acceptence with release of 845B. It will complete the ratcheting down of VIA's chipset business to under 10% market share just like 815 chipset did when it was over 50%. john