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To: Alan Hume who wrote (9295)11/6/1998 4:53:00 PM
From: MileHigh  Respond to of 93625
 
Alan,

I think so. Please understand, I am simply trying to remember all that I have read and do NOT have all this stuff memorized <gg>

Even with samsungs major push, there will still be a shortage of RDRAM next year- there are estimates that there will be a need for 150+ million chips next year and analysts wonder who will produce them all.

Look- enough on this subject if it bores everyone, besides, I hope we DO have enough chips- I hope the infrastructure IS in place and I hope we all get a DOUBLE next year!!

Regards,

MH



To: Alan Hume who wrote (9295)11/6/1998 4:59:00 PM
From: jopawa  Read Replies (1) | Respond to of 93625
 
Alan,

Actually they made a very similar announcement 12 weeks ago, it's just updated now.

Message 5462038

I think INTC wants to assure that there is price competition, that's why they are doing the MU thing. They want a steady, reliable supply, at a competitive price, and they must have seen the writing on the wall that Samsung planned on dominating the market.

John


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