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To: Win Smith who wrote (77505)8/15/2001 8:24:04 PM
From: Bilow  Respond to of 93625
 
Hi Win Smith; Those figures are consistent with Intel replacing RDRAM with DDR at about the first of the year. There's a lead time to the numbers. It takes months to get a chip from start to finish, and I believe those are wafer start numbers.

If Intel is really going to push DDR on January 1st, which I believe is the case, the memory makers will have to pump up the DDR production volume starting about now.

-- Carl


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