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Technology Stocks : Compaq
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To: E_K_S who wrote (70434)10/27/1999 11:33:00 PM
From: rudedog  Read Replies (1) of 97611
 
I took my cue from the response to analysts on this question by Capellas during the CC - he went through the list but pointed out that there were NO short term supply problems, only the possibility that there might be spot shortages in the future given the high industry demand for those key components. We know they have long term agreements for LCD and DRAM with Samsung, and now also for DRAM from Micron. He mentioned processors as a potential problem - without being specific. He might have been refering to AMD's ability to maintain yield and ramp K7 production.

Have you listened to the replay of the analyst CC??
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