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To: jim kelley who wrote (150029)12/30/1999 1:01:00 PM
From: OLDTRADER  Respond to of 176387
 
RE:JIM-Back-atcha as my daughter says!Best.wbm



To: jim kelley who wrote (150029)12/30/1999 2:43:00 PM
From: Lee  Respond to of 176387
 
Hi Jim,..Re:. DRAM Memory supplies and prices

Thanks for the update. Also thanks a lot for the graph! Been looking for a long time for a graph of spot DRAM prices.<g>

Happy New Year,

Lee



To: jim kelley who wrote (150029)12/30/1999 4:26:00 PM
From: Mike Van Winkle  Respond to of 176387
 
Jim re: the memory pricing spike that threw last quarters earning off has been completely rescinded.

Pretty cool graph, have a safe, bug free, and happy new year.
Mike



To: jim kelley who wrote (150029)12/30/1999 7:12:00 PM
From: kemble s. matter  Read Replies (2) | Respond to of 176387
 
Jim,
Hi!!
RE: Supplies and prices should drop abruptly in January as HWP, IBM, CPQ, GTW demands for components will drop abruptly.
This should restore DELL's gross margins as January is a strong month for DELL historically.

Yes...It will be a HAPPY NEW YEAR!!! Thanks for the find...

Best, Kemble