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To: Diamond Jim who wrote (90606)	10/19/1999 2:35:00 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Diamond, Yes, something seems to be up. Down 4 points on 30 million is a sort of extream. No news bad enough to justify this kind of volume selling, as far as I can see. John

To: Diamond Jim who wrote (90606)	10/19/1999 5:14:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Diamond, Are we sure it was Dell that warned and not Intel? We are now down 25 points from the high. This is kind of a bummer. This Dell/DRAM thing has me scratching my head. Dell is blaming the earthquake in Taiwan for the scarcity, and gapping higher prices for DRAM. However, it seems to me that the vast majority of DRAM is manufactured in countries that were nowhere near the earthquake. They would be South Korea with Samsung #1 in the world, Hyundai, etc.; Japan with NEC, Hitachi, Mitsubishi, Fujitsu etc.; USA with IBM and little old Micron Tech. So how can Dell or anybody blame the high price and scarcity of DRAM on the earthquake? Sure, some DRAM is made in Taiwan, but it's in the low to mid-teens percentages according to this snippet from this Yahoo article: ca.dailynews.yahoo.com An earthquake in Taiwan last month disrupted production at factories that produce between 12 percent and 15 percent of the world's random access memory, or RAM, chips. I also find it hard to believe that 12-15% of DRAM is made in Taiwan (I know there are many different kinds of DRAM, hard to quantify), what with all the powerhouses I listed above. Name one Taiwan DRAM powerhouse. Just one more example of how "squirrelly" the DRAM market is, between the gluts and the undersupplies. Is it ever "normal"? Tony p.s. Thank lucky stars, at least for overnight tonight, for Microsoft's sandbagging, or crying poormouth, or whatever you call it.