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Technology Stocks : Micron Only Forum
MU 246.84+4.2%Nov 14 3:59 PM EST
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To: Steve Robinett who wrote (48005)9/6/1999 7:11:00 PM
From: Skeeter Bug  Read Replies (1) of 53903
 
>>I'd guess the $500 PC's days are numbered--it's going to get way cheaper.<<

that isn't a guess. it is a well reason theory based upon sound economic principles. i'm not so sure the net computer will catch on. maybe, haven't thought about it much.

i do think that linux may begin supporting the lower cost pcs, though. the ops system is now 20%+ of the entire cost of purchase - and growing. that won't last, imho. i understand corel (or somebody similar) is going to offer a linux based office suite for free to home users.

i'm not sure what to make of the current spot pricing. i don't think i;ve ever seen spot ($10) so far away from contract ($6 or so). convoluting the matter is the fact that micron had the mutherload of inventory not too long ago that they had to discount it to lose it.

i suspect that the boxmakers are building gobs of inventory anticipating HUGE sales. Coupling this with micron, and maybe a few other big boys, making a deal to discount dram to the boxmakers and removing millions of units from the spot market and making them contract units, on could extrapolate that this this factor is what has caused the severe disconnect between spot and contract.

of course, the bulls just extrapolate out forever and get absurdities like 60%+ higher prices in a higher supply / lower demand environment.

then again, nobody ever accused them of being rocket scientists ;-)
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