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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: gnuman who wrote (49419)10/20/1999 8:13:00 AM
From: Raymund W  Read Replies (1) | Respond to of 53903
 
According to post 145241 on the Dell thread, Samsung is Dell's DRAM supplier.

Message 11642524



To: gnuman who wrote (49419)10/20/1999 12:41:00 PM
From: Glen2  Read Replies (1) | Respond to of 53903
 
Re: DRAM suppliers to DELL

I've checked with one Texas source who advises that Dell buys DRAM now from Micron, Samsung, Mitsubishi, NEC, Toshiba, and is beginning to buy from the TSMC subsidiary. I'm also checking a second channel to verify this data.

Good trading, Glen



To: gnuman who wrote (49419)10/21/1999 5:24:00 PM
From: jim kelley  Respond to of 53903
 
Looks like Kumar is a liar.

with CPQ, HWP warning and IBM taking losses in its pC business, it is clearly an industry wide problem.

Part of this problem appears to be that MU has a competing
DDR technology to the INTC backed RAMBUS technology. When INTC slipped they created an opening for Micron to push their DDR ram technology.


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