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To: MileHigh who wrote (10915)12/2/1998 11:15:00 PM
From: Thomas C. Donald  Respond to of 93625
 
Bob Merritt, a research analyst at Semico Research (Phoenix), said the support of 11 DRAM and system makers for DDR "is a very significant announcement because of what it says, as well as what is not being said. It says that system and PC designers are now assured that one branch of the DRAM family will follow the traditional path of previous high volume DRAMs. The Jedec vote back at the 64-k DRAM generation established that DRAM manufacturers would focus on lowering component costs by maintaining design simplicity and evolutionary architectural changes. This announcement confirms that adequate support will continue for those kinds of memory products.

Lane Mason, a strategist at IBM's memory division, said "because servers use tremendous amounts of memory, any little incremental cost is magnified. Also, the server people are attracted to DDR because of the relative lack of risk in the technology. It leverages the same kind of connectors and modules and packaging that they are used to, so DDR minimizes the technical risk for designs coming to market in 2001 and 2002."

Message 6659181



To: MileHigh who wrote (10915)12/2/1998 11:19:00 PM
From: Don Green  Read Replies (1) | Respond to of 93625
 
>You have become a contrarian indicator.

No, I am just one of the few realists around here.. Boeing is a perfect example of what can go wrong when economics fail and orders are cancel.

Everyone here is basing their dreams on perfect execution of the game plan.

But the worlds market are still in BIG turmoil...

You may still see 60 before you see $125.. FWIW

regards
Don