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To: davesd who wrote (25901)	12/19/1997 12:14:00 PM
From: GuinnessGuy	Respond to of 53903

Dave and All, This may become a major trend, however I don't see it affecting DRAM pricing until some point wayyy down the road(maybe one year or more?) 12/19: Nippon Steel Unit Scraps Plan to Manufacture 64-Megabit DRAM Chips Message 3007215 This piece corroborates the opinion expressed by SFAM's CEO during their conference call Wednesday. You can still listen in by calling: 402-220-1012. No reservation number necessary. Craig

To: davesd who wrote (25901)	12/19/1997 12:16:00 PM
From: TREND1	Read Replies (2) \| Respond to of 53903

Dave The cheap under $1,000 computers do not have the 440LX mother board required for SDRAM. The PII has the 440LX mother board and can use SDRAM. What 70% SDRAM means to me is that PII is becoming the work horse of the computers. Again it is the cart and the horse thing ! PII = SDRAM P166 MMX = EDO Larry Dudash