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To: MileHigh who wrote (17201)	3/8/1999 7:53:00 PM
From: unclewest	Read Replies (1) \| Respond to of 93625

milehigh, i think all the bad news is out and on the table. flat earnings, intel delay, production glitches, ddr, share price correction. the recent good news is very good. rdram is ok for portables, the sony committment to rdram (they are spending $500 million to build there own dram factory sans intel), rdram only memory for hdtv. i could not believe the sony ceo bragging about rdram in sony products and they won't have it for 18 months. loved to hear him declare high speed ddrdram as unstable. yes the sony announcement was large. matsushita should start announcing their consumer products with rdram soon. unclewest