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Politics : Ask Michael Burke
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To: Don Lloyd who wrote (69257)10/19/1999 9:13:00 AM
From: valueminded  Read Replies (1) of 132070
 
Don:

thanks for response, but doesnt it seem a little strange that for a company which manages its business and the street so well that they would go from saying everything is ok to we are going to miss within 2 weeks and then state it is a result of dram prices. Seems there are other factors at work (imo)

ps, contract dram at 10$/chip is approx 160/machine with 128mb. Although I thought their typical configuration was 64mb.
contract dram was at about 6$/chip from my understanding.
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