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Technology Stocks : Micron Only Forum
MU 227.38-0.5%3:24 PM EST
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To: Bharat H. Barai who wrote (49407)10/20/1999 7:57:00 AM
From: gnuman  Read Replies (3) of 53903
 
Dell and DRAM's
Interesting article in today's Washington Post. Kumar say's:

But one industry analyst said that it is a Dell issue; the price squeeze does not presage an industry-wide problem, said Ashok Kumar of U.S. Bancorp Piper Jaffray. Dell left itself little room to maneuver by narrowing its list of chip suppliers from 40 to a dozen over the last two years--and DRAM chips to a single supplier, Kumar said. "The company has reached a level of diminishing returns in its logistics efficiency," he said.

Anyone know who the DRAM supplier is?

washingtonpost.com
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