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To: TREND1 who wrote (32417)	4/23/1998 9:56:00 AM
From: DavidG	Read Replies (1) \| Respond to of 53903

Larry, DJ post an article on PC100 Spec. It indicated that yields would be much lower early on and the testing would be more costly for equipment and time. How that equates into increased manufacturing cost I do not know. I would guess that it could initially be 50-100% higher. MU acting very volatile today. Actually covered some at 31 and 31 1/4, but then missed the rest. Test of 33 today. DavidG

To: TREND1 who wrote (32417)	4/23/1998 10:51:00 AM
From: Jerry Denkera	Respond to of 53903

Larry how are you? SDRAM in some configurations is very tricky and I believe enough test equipment is still not in the channel causing long lead times and probably poor yield.However,if DELL is switching over their whole line to higher end CPU then they must be assured of good delivery of product. Prices on most SDRAM have mirrored their Asynchronous brothers in price and is causing severe price pressure across the board. The trick I believe is that companies like DELL are probably paying a premium to assure constant on time delivery from the Dram mfgers.They will play the low yield difficult delivery story to extract premium pricing from the computer mfgers and probably get away with it. Regards Jerry