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Technology Stocks : Micron Only Forum
MU 312.12-1.0%3:59 PM EST

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To: Darren DeSoi who wrote (2343)9/13/1996 9:22:00 AM
From: Jerry Denkera   of 53903
 
TO ALL--------Dram pricing on 16Megs WILL go up as every
previous level has just prior to the next generation{64Meg}
crossover.We have seen this boom bust scenario play out in
every generation of dram and this will probably be no
different.4Megs will stay in the 1.75-3.00 range but 16Megs
will probably rebound from the 6.50-8.50 rang to well over
the 11-14.00 range over the next few months and will start
to back down as 64M production picks up towards the middle
to end of 1997.
If however we have another major bust sales wise in pcs next
quarter all bets are off.
Regards Jerry
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