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Technology Stocks : Micron Only Forum
MU 236.48+2.7%Nov 28 9:30 AM EST

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To: zsteve who wrote (48218)9/14/1999 2:46:00 AM
From: zsteve  Read Replies (2) of 53903
 
another wild guess about DRAM price hike:

all the big OEMs buy up DRAM supplies (rember they pay the much lower contract prices) from DRAM manufacturers with the intention to drive up spot prices, leaving those small guys or those free-pc makers (eMachine and the like) to pay much more, squeezing their profit margins, then squeezing them out the pc market. while big pc makers cut pc prices recently, those small players have to pay much more for components. in order to gain market shares, these big guys can afford to lose a little money, but it could be fatal for small pc makers.

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