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To: Lee who wrote (149323)12/15/1999 3:08:00 PM
From: TigerPaw  Read Replies (1) | Respond to of 176387
 
as I remember that DRAM pricing started accelerating in late July and August timeframe -
I think DRAM prices increased as production was shifted to Rambus, then the Rambus didn't ship and suddenly the demand for DRAM was strong again. The earthquake was a minor component of the whole price.

TP
(Rambus is flowing out of the factories and into the trucks today)



To: Lee who wrote (149323)12/15/1999 3:50:00 PM
From: nolimitz  Respond to of 176387
 
Lee
As you probably know Taiwan only accounts for ~10% of world wide DRAM supply. No way that earth quake cause such margin problem for dell on DRAM alone. Other components maybe by I doubt that as well.
Note ~ in this case is appro. or about.
nolimitz



To: Lee who wrote (149323)12/15/1999 5:13:00 PM
From: Chuzzlewit  Read Replies (1) | Respond to of 176387
 
Lee,

You can use my soapbox anytime you get the urge!

TTFN,
CTC


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