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To: Mihaela who wrote (15179)2/5/1999 8:42:00 PM
From: MileHigh  Respond to of 93625
 
This is the shakeout we have been talking about.

Companies willing to expend the capital needed to shift to Direct RDRAM could lay claim to the volume memory-IC market, while those on the sidelines may have to content themselves with trailing-edge, lower-margin business, observers said.