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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (68088)9/23/1999 11:42:00 AM
From: valueminded  Read Replies (1) of 132070
 
Mike:

Lets see, Taiwan account for 80% of motherboards and 8% of dram. So if taiwan gets knocked down for a little or a long while, we lose more motherboard production than dram production. Most dram is used in motherboards so....dram prices should be down not up. Sorry, I cant buy that dram is up because of Taiwan. Reasoning doesnt follow. If its up in the contract market, it means that boxmakers are overpaying / overbuilding / overordering and either going cancel some orders or suffer in the margin column. (imo)

Looks like a good time to add mu poots to me
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