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To: Mohan Marette who wrote (47711)2/12/1998 4:22:00 PM
From: Sonny McWilliams  Read Replies (1) | Respond to of 186894
 
Mohan, sorry I am taking my prev. post off. Thought it came from Brian. So, don't get confused in case you read it already. ;)

Sonny



To: Mohan Marette who wrote (47711)2/12/1998 5:45:00 PM
From: Jeff Fox  Read Replies (1) | Respond to of 186894
 
Mohan, re: "this guy Kurlak is finished !,SDRAM"

Besides being wrong on Intel, perhaps Kurlak is also wrong on industry memory capacity. There are coming cutbacks in Asian spending on memory fabs just as a certain large PC chipmaker is set to expand the demand for fast DRAM. The "glut" now is likely to become a shortage as the main memory type moves to Rambus-D in two years. Now I wonder which company is already on top of this?

-- And you heard it here first!

Jeff