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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?


To: Y. Samuel Arai who wrote (91988)2/8/2000 12:14:00 AM
From: Charles R  Respond to of 1576335
 
Sam,

<Could it just be that production of DRAM has ramped up again after the interruption due to the Taiwan earthquake, thus there is now enough DRAM being produced once again to meet current "robust" demand?>

I am sure that is a contributing factor but there are other data points that support what I say. Ex: CPQ/DELL/GTW have all said January was softer than expected.

Chuck