MB, re: <That didn't sound like MU is running Toshiba out of the business.>
Nope. In fact we see the migration to 128Mb SDRAM's on the horizon. A year from now 64MB DIMM's will be the entry level, (at entry level prices), and 128Mb will be the standard. (At todays 64MB prices).
And from Kipp's statement we see that reported W/W spot/contract pricing for 64Mb's is not reflective of what the major memory module producers pay.
"Micron's vice president of corporate affairs, Kipp Bedard, told a BancBoston Robertson Stephens semiconductor conference that memory chip prices climbed during July and have been gradually moving up from a price range of $4.50 to $4.75 for a 64-megabit chip. He said he expected prices to rise to about $5.00 to $5.25 starting around Aug. 1."
A lot different than the $6.10 recently reported. And a better explanation for the low pricing on 64MB DIMM's than the added shipping cost argument. <g>
And of course, fab bit capacity increases with the migration to 0.18 micron. As the industry moves up the density scale, (4/8/16/32/64/128Mb), history just keep's repeating. (In fact, I remember once getting a "bargain" 8MB module for only $108.00). <g>
If there isn't major attrition in production, why would anyone expect historic price curves to change?
JMHO's, of course. |
