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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts -- Ignore unavailable to you. Want to Upgrade?

To: Jorj X Mckie who wrote (30400)	4/26/2000 7:34:00 PM
From: Cheeky Kid	Respond to of 63513

DRAM shortage numbers. siliconinvestor.com SNIP: >The company will tell you that it has no DRAMs and yet, about four weeks ago, they had about 90 million parts in inventory, and they are presently making about 60 million parts per month. So in the last month - plus or minus - we're supposed to believe that 150 million parts have vanished. Under a Micron-scope. . . Now for folks who don't look at this every day, let me put this into perspective. If you had 150 million parts and you put about 96 megabytes in each PC, you could build 12 million PCs. That's an awful lot of PCs to have been filled up with parts, given what we know about what last month was like for the PC market. DRAM hide and seek. . . To put that number in a bigger perspective, we only sell about 110 million PCs in the world in a year, and last year Micron's market share was about 14 percent. So something doesn't compute. The DRAM vendors want us to believe there is a shortage, and yet it seems almost impossible that these parts could have vanished. If there truly was a shortage, the spot-market for parts should be much more active than it has been (it has been nearly comatose). The only real question is: Where are these parts? Or in other words: Has anyone seen Waldo??? < - - - - - - - - - - - - - - - - - - - - - - - - - - Hummm......Video cards, average 16 - 64 megabytes onboard memory. (Some have 128 megabytes) MP3 players averaging 32 - 64 megabytes of onboard memory. How about PDA's, Palm, etc...average 2 - 8 megabytes of onboard memory. Is he talking just PC memory? PC's are not the only products that use DRAM. Fleckenstein reminds me of Y2K doomers.