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To: Fred Fahmy who wrote (42140)	1/11/1999 9:04:00 AM
From: MileHigh	Read Replies (1) \| Respond to of 53903

I'm not saying that R-DRAM is a given but it sure looks that way. My main point, however, is that I don't seem to hear much discussion of it here when trying to assess the future prospects of the memory industry. Especially since MU could play a major role in it and reap nice profits. MileHigh

To: Fred Fahmy who wrote (42140)	1/11/1999 7:25:00 PM
From: PAinvestor	Respond to of 53903

Hi Fred, what seems different these days is the fact that INTC has to actually persuade MU by giving them a whole load of money to ensure that their roadmap will be adhered to. INTC has to pay MU on their terms, MU have stated they will use the money as they see fit. Their priorities right now are shrinking to 0.18 and integrating the TXN facilities. Definitely a break from the past. Other major chip makers have the ability to produce Rambus, NEC already supplies Rambus chips to Nintendo. The problem is that it is alot more expensive to make than SDRAM and coming out of years of red ink, I can understand their reluctance. MU is in the same position, they are still ramping up their Synchronous based DRAM which will probably continue to meet the needs of the bulk of the PC market well into 2000. I think the reason you don't hear much about Rambus on this thread is that is really not as important a priority for MU right as, say, the integration of the TXN facilities.