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To: Bipin Prasad who wrote (48579)9/23/1999 9:04:00 AM
From: gnuman  Read Replies (1) | Respond to of 53903
 
BP, re: <PC makers typically carry little inventory of the expensive parts, which were already in short supply before the earthquake.>
How would you interpret that? Did OEM's stock up on "cheap chips", (ie: DRAM's), but not MOBO's, CPU's and chip sets?
Look's like an inventory mix unbalance could develop. That could impact demand for parts in inventory.