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Technology Stocks : Intel Corporation (INTC)
INTC 45.51+10.7%Jan 9 9:30 AM EST
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To: Road Walker who wrote (130723)3/23/2001 11:26:52 AM
From: The Duke of URL©  Read Replies (2) of 186894
 
I am guessing that Micron was the biggest customer of AMD. Micron seems to be the biggest producer of DDR chipsets for AMD, and told Intel to bug off on Rmbs.

However, I think the real problem with Micron is that they are a chip company. Selling PC's has always been something that is in competition with their own customers and has always been troublesome to me.

Packard Bell was fifth, now gone, and Mircron was the 3rd largest online distributor.

All of CPQ, Dell and GTW will benefit, maybe GTW most of all. My gut is that Micron was mostly consumer oriented.
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