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To: Fred Fahmy who wrote (42118)	1/10/1999 9:31:00 PM
From: MileHigh	Respond to of 53903

Fred, Base on my limited knowledge, semi's stocks boom and then bust. A tremendous amount of money can be made if you can just buy at the low and then sell at the high! <gg> MileHigh

To: Fred Fahmy who wrote (42118)	1/10/1999 9:53:00 PM
From: MileHigh	Respond to of 53903

Fred, R-DRAM will soon be the mainstream memory. That is why in assessing the memory industry the key question is what does capacity and capability to produce R-DRAM look like going forward? One of the current issues is that with the famine in DRAM profits over the last couple years, many DRAM manus have been reluctant to purchase necessary equip to produce RDRAM. Therefore, although we do not have enough info to say if RDRAM is on or behind schedule, MU would seem to be in the drivers seat with the Intel investment. So naturally, if Intel sticks to their CPU roadmap and starts to deploy RDRAM by back half '99 and MU is one of the only significant producers of RDRAM then they should be able to sell RDRAM to Intel (and others) at a very nice profit! I am not a shareholder in MU but I do own RMBS, thus my interest in the subject. If you are interested in RMBS/RDRAM, come on over to the RMBS thread, we would love to have you. Regards, MileHigh

To: Fred Fahmy who wrote (42118)	1/10/1999 10:42:00 PM
From: PAinvestor	Read Replies (2) \| Respond to of 53903

Yes Fred, you are on the right track. Intel is attempting to persuade the chip manufacturers to move volume production over to Direct-RDRAM but there is a reluctance due to the cost involved (especially test). Further, chip makers believe that demand for Direct-RDRAM will remain only on higher end servers & PCs for some time. Effectively, a niche - profitable, but not large enough to justify the costs of retooling. As a result, it is in their interests to reap scale benefits by continuing to supply SDRAM (PC-100/133, DDR) for the bulk of the PC market - especially considering the sunk cost. I do not, therefore, think that RDRAM will "soon" become mainstream, though eventually it probably will. Don't misunderstand me, the top makers (Toshiba, NEC, Samsung, MU) are all capable of mass-producing RDRAM, but as long as it generates a profit for them. Of that, they are yet to be persuaded. Think of it more as temporary disagreement on strategic direction. The industry will find it increasingly difficult to supply ANY high end DRAM in sufficient quantities, let alone Rambus. I believe Intel realizes this too.