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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Earlie who wrote (75065)2/2/2000 3:12:00 PM
From: gnuman  Read Replies (1) | Respond to of 132070
 
Earlie, re: Intel
Hopefully you can determine whether the shortages are supply or demand issues.
There seem's to be a lot of conflicting info out there.
Micron says they have inventory of DRAM. Taiwan mobo makers and Euro disti's complaining they can't get PIII's. (Intel even recommending the disti's use PII's). Intel buying fab's to increase capacity. DRAM spot prices falling. Some PC Maker's saying Feb. slow. Intel has two price cuts in one month. Avnet say's PIII's will be tight through Q1. Intel pushing conversion to sockets for PIII. Etc. etc.
So is it a supply or demand issue?
JMHO's
TIA, Gene



To: Earlie who wrote (75065)2/2/2000 3:18:00 PM
From: Freedom Fighter  Read Replies (2) | Respond to of 132070
 
Earlie,

Any update on DRAM pricing. Below $7 yet?

Wayne



To: Earlie who wrote (75065)2/2/2000 3:30:00 PM
From: Knighty Tin  Read Replies (1) | Respond to of 132070
 
Earlie, Intel is definitely losing credibility with its customers and the need for a second source could not have been made by a detractor any better than Intel has made it themselves. Only Dell and E-Machines are totally Intel now, and I think they could both wise up any day now.


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