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Technology Stocks : Micron Only Forum
MU 246.84+4.2%Nov 14 9:30 AM EST

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To: nolimitz who wrote (52091)11/8/2000 2:49:20 AM
From: Dan Spillane  Read Replies (1) of 53903
 
64MB memory increasingly *less* of Micron's product mix, according to the table I found. While 128/256MB memory is increasingly more of Micron's product mix.

Below is an example of a story which talks bout the 64MB chips--without mentioning the prices have dropped due to the introduction of new 128/256MB chips!

Wed, 08 Nov 2000, 2:36am EST
NEC Says Fall in Memory Chip Prices Won't Hurt Company's Profit This Year

"The spot price of benchmark 64-megabit synchronous DRAMs fell 0.1 percent to $3.97 Tuesday. That's 56 percent lower than the recent peak at $8.96 on July 13. NEC is the world's fourth biggest DRAM maker with 8.8 percent of the market in 1999, according to market researcher Dataquest."

>>>SEE NO MENTION OF HIGHER DENSITY DRAM PRICES AT ALL, WHICH ARE HIGH<<<

There seems to be no realization that higher density DRAM even exists--however it makes up a large portion of the Micron product mix!

bloomberg.com
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