Fabeyes, I'm surprised the Kipster's Mb/PC is so low.
From "Micron sees DRAM prices rise in July
A service of Semiconductor Business News, CMP Media Inc.
Story posted at 6 p.m. EDT/3 p.m., PDT, 7/31/98"
The need for storage is driving the average amount of memory per PC by 8% per month. In April, 42 Mbytes of DRAM was the average; by November, Micron said the average could reach 83 Mbytes per PC, higher than its original forecast of 55 Mbytes six months ago.
supersite.net
November estimate = 83Mb
6 months @ 8% per month.
By those calculations the average PC should be currently be shipping w/ 131.7 Mb of memory.
April = 42Mb
13 months @ 8% per month
By those calculations the average PC should currently be shipping w/ 114.2 Mb of memory.
Hey, how about that. That CMP piece was a write-up of the 1998 Robbie Stephens conference.
What's he calling for now at the 1999 Paine Webber Conference?
Kipp Bedard, vice president of corporate affairs, told fund managers Tuesday that basic memory of low end PC's will start at 64 megabytes, and high-end machines routinely will start to have 96 to 128 MB
Just like the Kipster to be so goshdarn conservative when he gets in front of a room full of PM's.
I guess conference talking points also have cycles <g>
Oh yeah, the last line is a classic Kipster moment:
Micron also expects to sample a Rambus DRAM part before the end of the year. "We're starting to run wafers," Bedard said.
Good trading,
Tom |
