Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (75921)	10/18/1999 6:22:00 PM
From: Jim McMannis	Read Replies (1) of 1571175

Paul RE:"You think Dell is the only one that has to deal with higher memory prices?"... No, and that is what worries me. You know Wall Street, they will see the techstocks as a canvas and want to paint it with a broad stroke of red! DELL carries no more than 2 weeks of inventory, they might be affected earlier than say Compaq but if RAM stays up then they all will feel it. This will be translated into higher PC prices and again Wall Street will see the slow down, the one they have been looking for in techs for years and have been wrong about. You know how it is...when they are high they look for an excuse to sell them... You may well get another chance at 67 and below to add to the precious Intel offering... Jim

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