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To: Gerald Walls who wrote (88302)9/15/1999 1:26:00 AM
From: Tony Viola  Respond to of 186894
 
Gerald,

The situation's so damn bad there that a chip maker has to build it's own power plant in order to operate. Could you
even imagine a company having to take that sort of action here?


I've been reading that Intel has been very proactive in Y2K remedial activity, both at their plants and with their vendors. Problems at their Far East vendors for lead frames, etc., could throw a monkey wrench into operations about as much as silicon problems could. Hope what Intel is doing is enough, what with non-USA expected to have the most problems. I'm no Yardeni follower, but look at what some power problems did in the Far East. Maybe Micron was over there flipping a few breakers? Bad joke.

Tony




To: Gerald Walls who wrote (88302)9/15/1999 9:29:00 AM
From: maceng2  Read Replies (1) | Respond to of 186894
 
Gerald,

What about all the brand new DRAM plants that shut down in recent
years? Surely it would be relatively easy to restart them if they haven't been gutted?

Well easier then building new power plants anyway.

This really is a crazy situation.

pearly.



To: Gerald Walls who wrote (88302)9/15/1999 1:54:00 PM
From: The Duke of URLĀ©  Read Replies (1) | Respond to of 186894
 
What is the effect of rising dram, ddram prices on the relative attractiveness of RDRAM, if any??

TIA
Duke