PC Sector Round Table Message Board

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Technology Stocks : PC Sector Round Table

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To: Robert Douglas who wrote (1965)	9/30/1999 12:49:00 PM
From: Mark Oliver	of 2025

I suppose so. There will also be some confusion in high end PC's with the Rambus problem. There doesn't seem to be a replacement. There is a PC 133 fast memory, but the numbers and boards might be unavailable. There was also mention of problems making the new AMD motherboards, as well as the lack of MMPU's for Apple's new G4. So, I guess that's a PC shortage? Shortage at the high end at least, where all the best margins lie. I suppose some of these issues might also impact server sales? Probably help Sun and HP? This must be bad for HDD, as they want to sell some high end drives, but that won't happen for $500 PC's. Took a bite on Tivo. Dropped below my 33 1/2 price pretty quickly. That would be a great Christmas item. Regards, Mark

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