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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Don Lloyd who wrote (60918)	5/27/1999 3:56:00 PM
From: gnuman	Respond to of 132070

DON, Go figure, huh? If NEC and MU alone will produce 75 - 90 million 64k/mo, maybe Acer made a good decision. Where are these chips going? I figure the PC industry will consume an average of 100 million units/mo on the high side. (8.3 million PC's X an average of 1.5 DIMM's X 8 chips/DIMM). These two will supply the bulk all by themselves. Peripherals must be a bigger DRAM market than I thought. And what about RamBus? As a consumer I love it.

To: Don Lloyd who wrote (60918)	5/27/1999 5:41:00 PM
From: Knighty Tin	Respond to of 132070

Don, Is this the same NEC that was going to leave the business because MU was too tough for them? <g> Just wait for announcements from other big players. Companies like Toshiba and Mitsubishi aren't going to lose face to POSs like MU, Samsung and HyundaiGoldStar. The interesting thing was how much capacity can be increased with a small amount of money. New fabs may be a thing of the past. The woman who said 4 major players was saying 3 major players last month. <g>