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Technology Stocks : Micron Only Forum

MU 226.68

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3:01 PM EST

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To: TREND1 who wrote (47972)	9/3/1999 3:42:00 PM
From: Ed Beers	Read Replies (3) of 53903

"If you are selling a computer for $1,000 and you need dram, would you be willing to 2X,3X,4X,....10X the price for dram ??? " Larry, this is a joke right? DRAM is probably about 10% of the components cost of a $1K computer, paying even 2X would be painful. 10X would yield a $2K computer. $1K computers have 64Mbytes of RAM today. 32Mbyte machines will become popular again if ram goes too high. I think one of the things we have seen in the last year is a decrease in the price/demand elasticity. This has caused less stability in DRAM pricing. Hardly anybody really needs or wants more the 128M at any price. 32M is adequate for 99% of the applications and RAM has been so cheap that there was no reason to include less than 64Mbytes. There has been no recent growth in RAM requirements for popular software. Ed

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