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Technology Stocks : Micron Only Forum
MU 241.08-6.7%Dec 12 3:59 PM EST
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To: Knighty Tin who wrote (11032)3/16/1997 2:19:00 PM
From: bucky89   of 53903
 
Michael, I missed the 'net' in your last statement. But you should be looking at gross margins for this kind of analysis. A 3% increase in costs can be absorbed if you GM% is 20%. Or you can pass it on to your customers. But regardless, a 3% difference in price will not affect volume. This is in the noise level. But you are right that it will benefit all DRAM manufacturers, not just MUEI.

Josh
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