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To: Bharat H. Barai who wrote (49407)	10/20/1999 12:46:00 AM
From: Ed Beers	Respond to of 53903

Here in San Diego, white box makers were using 64 MBytes in the low end machines and 128 in the high end machines. Windows98 runs OK with 32 MBytes if you limit the number of applications you keep active.

To: Bharat H. Barai who wrote (49407)	10/20/1999 1:00:00 AM
From: Skeeter Bug	Read Replies (2) \| Respond to of 53903

>>Those who want better performance and are knowledgable, will pay extra $ 100 and get 128 MB.<< au contrere mon frere. said folks will wait and buy later for lower prices b/c they probably already have a p or pii that performs fine. higher pc prices means fewer relative pcs sold. the reason the pc "boom" hasn't recorded a huge bust is precisely due to components prices falling off a cliff. if they hadn't then pc sales would contract. that is bad news for mu - even if dram prices stay high for now.

To: Bharat H. Barai who wrote (49407)	10/20/1999 7:57:00 AM
From: gnuman	Read Replies (3) \| Respond to of 53903

Dell and DRAM's Interesting article in today's Washington Post. Kumar say's: But one industry analyst said that it is a Dell issue; the price squeeze does not presage an industry-wide problem, said Ashok Kumar of U.S. Bancorp Piper Jaffray. Dell left itself little room to maneuver by narrowing its list of chip suppliers from 40 to a dozen over the last two years--and DRAM chips to a single supplier, Kumar said. "The company has reached a level of diminishing returns in its logistics efficiency," he said. Anyone know who the DRAM supplier is? washingtonpost.com