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Technology Stocks : Micron Only Forum

MU 237.16

+4.6%

Dec 5 9:30 AM EST

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To: Skeeter Bug who wrote (30633)	3/18/1998 10:55:00 AM
From: rob	of 53903

64Mb dram ASPs will be in $8 range be Fall. Look at this comment from techweb.com: Bargain Basement Analysts predict that average desktop and PC server prices will fall at least 15% this year. By fall, corporate users should expect to see a desktop machine with a 233-MHz Pentium II chip, 3 Gbytes of storage, and up to 64 Mbytes of memory for less than $850, predicts Dataquest analyst Bill Schaub. Dataquest is revising its 1998 PC forecasts to account for the falling prices; its preliminary results indicate that while U.S. sales of business desktops will grow 15% this year to about 18 million units, revenue will be flat at $33 billion. It would be the first time since the mid-1980s that PC revenues didn't grow. Using the standard 10% rule... 64MB of memory will go for $85 this implies a chip ASP around $8. Cost for MU for 64Mb will be around this number. This is a 60% from current prices. I feel 16Mb will hover at $2.50-$2.00 and stay till it goes out of production. This is the lowest any one can afford to sell it at. This is also why MU stated in there conference call that they are ramping 64Mb about a quarter early... JUNE-JULY time frame. RP

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