You're saying that Micron would be doing better if they caved and gave Rambus money for nothing? I know that's the prevalent logic here, and odd logic it is. As for your DRAM spot price so-called point, that seems to be right in line with bus people logic too.
Prices for dynamic random access memory, or DRAM, chips have taken an unexpected slide in recent weeks
because of sluggish PC purchasing. Micron Technology, which is expected to report earnings of 96 cents a
share later today, has been selling 64-megabit DRAM in the wholesale or "contract" market for $7.50, or 50
cents less than the week before, according to a report from Merrill Lynch's Joe Osha. In August, Micron's
contract price was between $8 and $8.40, Micron executives said at a Bank of America conference in late
September.
news.cnet.com
The spot price of 64Mb DRAM has fallen steadily over the last two months,
losing about 22 per cent in total. In the US the spot price is now sitting at $6.6,
down from over $8 earlier this summer, while in Asia it has fallen below the $6
line. theregister.co.uk
Yup, all Micron has to do is listen to the scambus operators, and things will magically get better for them. If prices are allegedly stabilizing at 22% lower levels, it's obvious that if Micron only caved in to Rambus, they would be making a lot more money in the future. |
