price increase SIMM's
01-Aug-93 23:58:33
Sb: #108880-price increase SIMM's
Fm: Don Curtis/SYSOP 76703,4321
To: Ernest Otte 100272,1711
Ernest,
It wasn't a disaster…it was a plant fire. Just so happens that the
plant that burned made something like 60% of the epoxy resin used to
encapsulate chips. No one was sure how much of this resin was stockpiled nor
how long it would take to get the plant back on line…or line up alternte
sources. As a result speculatrors drove up teh price of computer chips betting
that supplies would tighten up.
It seems that until this plant burned…no one ever considered how many
vendors there were for this particular resin…nor how many manufacturing
sites. It was one of those 'commodities' that everyone took for granted.
Don