Ask Michael Burke Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Ask Michael Burke

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Earlie who wrote (75065)	2/2/2000 3:12:00 PM
From: gnuman	Read Replies (1) of 132070

Earlie, re: Intel Hopefully you can determine whether the shortages are supply or demand issues. There seem's to be a lot of conflicting info out there. Micron says they have inventory of DRAM. Taiwan mobo makers and Euro disti's complaining they can't get PIII's. (Intel even recommending the disti's use PII's). Intel buying fab's to increase capacity. DRAM spot prices falling. Some PC Maker's saying Feb. slow. Intel has two price cuts in one month. Avnet say's PIII's will be tight through Q1. Intel pushing conversion to sockets for PIII. Etc. etc. So is it a supply or demand issue? JMHO's TIA, Gene

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next