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To: Thomas G. Busillo who wrote (42822)	2/6/1999 10:36:00 AM
From: Chas	Respond to of 53903

Yes the premiums will be high at first, but no one is going to eat the costs except maybe Intel with some creative rebating to the PC companies to help enable the new systems. The systems must be compelling with the new features and the users have to also realize they need the extra power.133Mhz side bus,4xAGP, ATA66, security, Katmai CPU enhanced features, I am not sure how they will convince these potential buyers. Unless I need more power for multiple video data streams, etc, my current system is just fine. Higher internet connection speeds will help, but I just do not think the market will justify RDRAM just yet in the mainstream. Users sensitive to price will just buy less memory at first, thats ok, sense there wont be enough memory available anyway. The high end purchasers will buy whatever they need for the application. The 128Mbit is the one they all have to focus on but depending how far along each supplier is with their designs may go ahead and come out with 72Mbit first and then cross over with 128M/144M. MU since they are starting late makes only good sense to start out with 128/144. I think this memory transistion cross-over will be the fastest to have parity crossover in history and RDRAM must have it to get some of the cost premiums down to a reasonable level. Good trading.

To: Thomas G. Busillo who wrote (42822)	2/6/1999 1:58:00 PM
From: Fabeyes	Read Replies (2) \| Respond to of 53903

>>>>MU seems to be willing to jump right into the 128's.>>> MU will not be producing 128's anytime soon. Considering they do not yet have viable design. The concentration now is to make the .21um yield and to shrink it to .18. The use of the buried digit line has taken a back seat; originally it was supposed to be transferred to the fab's in August of 98 (yes 98). It got little support from current technology management and as a result lost momentum. FYI -- this was the group Lowrey was heading before he left (but remember what SA and Simplot said, "you can always replace engineers). RDRAM has not got a design ready yet. Seems to be no sense of urgency within the company to comply with the INTC contract - they got the money already so I do not see an incentive here. Samsung already has a working prototype of a 128 Meg and a working RDRAM so they are WAY ahead of the game here. With the yields being seen in Austin and by Hyundai in Eugene there is a definite swing in favor of the Koreans. Hyundai's die count has doubled in the last 30 days with the introduction of their newest product. Looks like MU has its work cut out for it.