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To: pater tenebrarum who wrote (35612)	5/25/2000 1:13:00 PM
From: John Graybill	Read Replies (1) \| Respond to of 42523

INTC still has more shares of POS to sell than POS has modules of DRAM sitting in the warehouse. They filed another 144 on Monday to sell another half-million shares. But they're not trying to manipulate the market or take advantage the high price of POS to sell, nope. Loss-leader prices for DRAM at Fry's Electronics here in Silicon Valley are down in the $20-25 range for 32 MB and similar mark-downs for 64MB and 128MB. It's no-name stuff, but they wouldn't sell it at a bigger loss now than a couple of months ago.

To: pater tenebrarum who wrote (35612)	5/25/2000 5:29:00 PM
From: NickSE	Read Replies (1) \| Respond to of 42523

Fwiw, according to a cpu dealer I recently ordered from, there is a massive Insmell chip shortage. He expects it to last way into the summer which jives with the story. Now what I'm not sure of is whether Insmell is having production problems or demand shot through the roof and they got blindsided. Got AMD??? all the chip makers are sitting on mountains of inventory, DRAM prices have collapsed, but there's a 'shortage'...LOL! i think they're just trying to talk up prices... Nick