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To: D. Swiss who wrote (147376)11/12/1999 11:29:00 PM
From: nolimitz  Read Replies (1) | Respond to of 176387
 
Drew,
You mentioned GTW's many supplier in Taiwan. Main supplier of what:
Dram
white boxes
component cards
displays?

Long term contracts to me indicate trouble for GTW down the road? Dram is still high and will be for a while. Not saying it will stay high but I hope it does (for my profit sharing). That said I still dont see how the quake was such a major problem for Dell and not anyone else. Are you saying it will be a problem down the road for the rest of the group?
nolimitz