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To: Elwood P. Dowd who wrote (42638)	1/8/1999 9:12:00 AM
From: DownSouth	Respond to of 97611

Faber was responding to strong rumor that there is shortage of DRAM. Thus, Dell, with no inventory could have a problem. Rumor also that CPQ is looking for reliable supplier of DRAM to add to its inventory.

To: Elwood P. Dowd who wrote (42638)	1/8/1999 9:12:00 AM
From: PCSS	Respond to of 97611

David, the brain's, report was on a possible shortage of s-drams and its effect on pc makers ... said he heard that (1) CPQ was trying hard to buy bigtime and would probably have to pay a 20% incr for them, and (2) IBM was trying to do the same. Then Mark Haines commented that DELL could be very negatively affected because they keep no inventory and will be at a disadvantage in both getting them and effecting their profit margins. David's info came from a number of sources. Michael

To: Elwood P. Dowd who wrote (42638)	1/8/1999 9:13:00 AM
From: Kenya AA	Respond to of 97611

El: Yes I saw it. Faber said that he had talked to someone at CPQ and that CPQ was scrambling to line up suppliers since they expect shortages and price hikes in DRAMS. Haines added that that situation could be much worse for DELL since DELL is famous for not holding inventory. Didn't hear which DRAM producer's news sparked the discussion. K PS: This site is incredibly slow this morning - must be all those southerners posting. You know how they drawl on. jajajaja

To: Elwood P. Dowd who wrote (42638)	1/8/1999 9:15:00 AM
From: Roads End	Read Replies (3) \| Respond to of 97611

EL..I heard the component price comments. Basically it reinforced my argument against Dell's model in periods of rising prices and shortages of components. Haines and Faber both specifically identified Dell's model as being vulnerable given the shortages and price increases for 64K drams. The sword cuts both ways my friend. Steve

To: Elwood P. Dowd who wrote (42638)	1/8/1999 9:46:00 AM
From: Jimbo Cobb	Respond to of 97611

INDI EXPLODING !!!! 4 1/2...high of 4 7/8... GO INDI !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! Jimbo.

To: Elwood P. Dowd who wrote (42638)	1/8/1999 9:58:00 AM
From: Jimbo Cobb	Read Replies (1) \| Respond to of 97611

DBCC $25 !!!!! WoW !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! GO DBCC !!!!!!!!!!!!!!!!!!!!!! GO INDI !!!!!!!!!!!!!!!!!!!!!! YES !!!!!!!!!!!!!!!!!!!!!!!!!! Jimbo.