Silicon Investor (SI) -- The First Internet Community

5/4/2000 1:39:00 PM

From: Plaz

Jeff,

Sorry, but I think you somewhat missed my point. My speculation is that there's more room for pricing to come DOWN on the GF2 than the VSA-100, because of the DDR and expensive .18u process. .18u may ultimately be more expensive, but even right now there's only a $50 difference in the price of the final cards. So if there's more room for the GF2 to come down, it could pinch margins on the V5 quite a bit.

Plaz