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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Jeff Leader who wrote (65404)7/27/1999 11:01:00 PM
From: Knighty Tin  Read Replies (2) | Respond to of 132070
 
Jeff, My contacts in the industry are not that good any more, but I am going by a Bill Fleckenstein article of about 10 days ago where he called the company and confirmed that inventories had grown by a third since the June quarter ended. And they were considered far too high then. I wish I had fresher poop, but I have lost my DRAM source at Lucky Goldstar to the merger and currently have nobody at MU. My contacts at the Taiwanese cos. are claiming fairly low inventories, but, they are simply not as important, yet, as MU, Infineon and the Koreans.



To: Jeff Leader who wrote (65404)7/27/1999 11:08:00 PM
From: Freedom Fighter  Read Replies (1) | Respond to of 132070
 
Jeff,

Could you give me the URL for Smith & Assoc please?

Thanks Wayne



To: Jeff Leader who wrote (65404)7/28/1999 11:16:00 AM
From: gnuman  Read Replies (2) | Respond to of 132070
 
Jeff Leader, Maybe you can answer this?
With contract prices on 64 mb PC100 SDRAM at $5.75 to $6.10 over the past weeks, why are 64 mByte PC100 DIMM's going for $37.00 to <$50.00? (On Price Watch, from many vendors, including Micron).
Seem's like the COG is higher than the resale?


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