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To: steve olivier who wrote (38509)9/16/1998 10:40:00 AM
From: phbolton  Read Replies (2) | Respond to of 53903
 
Steve: no, DRAM bits per PC will not double and thats part of the problem. Growth in capacity requires big unit growth and growth in bits per PC and both are slowing down. The growing percentage of sub $1000 PC is also putting a damper on bit growth.
DRAM is a commodity for an industry that is maturing.



To: steve olivier who wrote (38509)9/16/1998 10:50:00 AM
From: Skeeter Bug  Respond to of 53903
 
>>But if pc's of
tomorrow have twice as much memory, doesn't that change the picture? <<

yes. but, that is price sensitive, right? only dell is growing leaps and bounds. gtw is growing 6%. muei can't make money. ibm, hwp (warned for 1.5 years straight!) and the rest seem to be much closer to gtw than dell.

if money is tight, and it is in $1000 pcs, they won't add anything extravagant (sp?).


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