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To: Curlton Latts who wrote (47655)8/14/1999 8:43:00 AM
From: Bharat H. Barai  Read Replies (2) | Respond to of 53903
 
64 MB DRAM prices holding steady at $ 7.50 for OEMs in Taiwan. Koreans are still sticking to $ 8. Let us see what PC demand does in coming Christmas season. Will there be slow down in Q 4 due to Y2K problem ? May be for business customers but not home users.

AG Edwards plans to replace its brokers' PCs around here in Q 1, 2000 to avoid Y2K problems.

Fundamentals are in place for DRAM shortages in coming months. MU stock price has always been volatile and will be but fundamentals will call the final shots, as they always do over a period of time.



To: Curlton Latts who wrote (47655)8/20/1999 11:41:00 AM
From: Curlton Latts  Read Replies (2) | Respond to of 53903
 
DELL blew away all estimates - and the big question is where are all the forever basher bears that all Spring foamed at the mouth about how bad the "weak" PC biz was going to hurt DELL. Never again should anyone listen to these idiots that obviously don't know squat about the dynamics of the PC market. The credibility of these knuckleheads continues to reach new lows, in parallel with their bank accounts no doubt.


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