SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Micron Only Forum
MU 237.94-0.2%Nov 7 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Bipin Prasad who wrote (48579)9/23/1999 9:04:00 AM
From: gnuman  Read Replies (1) of 53903
 
BP, re: <PC makers typically carry little inventory of the expensive parts, which were already in short supply before the earthquake.>
How would you interpret that? Did OEM's stock up on "cheap chips", (ie: DRAM's), but not MOBO's, CPU's and chip sets?
Look's like an inventory mix unbalance could develop. That could impact demand for parts in inventory.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext