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To: JD_Canuck who wrote (78058)	8/27/2001 11:11:54 PM
From: Bilow	Respond to of 93625

Hi JD_Canuck; Welcome back to the thread. Re: "Will DDR "ever" become popular enough to actually be sold at a profit? Perhaps mid next year ..." My prediction is that every DRAM maker will be losing money on their DRAM portfolios for 4Q01. I think that it is unlikely that very many of them will be profitable before 1Q03. In other words, I'm more pessimistic than you by at least six months. Before prices rise significantly, I'd expect to see at least two major bankruptcies. (Hynix and one other >10% producer.) In addition, the bankruptcies have to be so bad that the factories end up idled. (In other words, they don't just sell the fabs to a new company, with a lower cost basis, who then continues to pump out DRAM at maximum rate.) I'd love it if the tech economy turned around, but I don't see it happening yet. Re: "... tho i am interested in that SiS chipset, when is its debut?" Yeah, it looks like SiS has their stuff together on the SiS735, but that doesn't mean that the SiS635 will (a) function, and (b) be fast. On the other hand, you can be sure that it will be cheap. Forecasting the details of a product release is not my strong point, but if it's like the other DDR (or RDRAM for that matter) releases we've seen recently, I would expect things to go something like this: They're supposedly sending out board samples right now, so I can't see how they could possibly ship significant MBs to end users before the end of the year. That would mean we should see reviews in about 60~90 days, and then actual boards available on PriceWatch 60~90 days after that. This would mean that they're going to be roughly contemporaneous with Intel's 845 DDR release. It's just not possible to ramp up for multi-million unit per month production any faster than that. By the way, the SiS735 DDR boards are now available from multiple vendors on PriceWatch, and are priced between $62 and $75: pricewatch.com That's dam cheap for a brand new board. -- Carl