Rambus (RMBS) - Eagle or Penguin Message Board

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Technology Stocks : Rambus (RMBS) - Eagle or Penguin

RMBS 96.73

+5.8%

12:15 PM EST

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To: Skeeter Bug who wrote (77007)	8/8/2001 6:56:46 PM
From: Bilow	Read Replies (2) of 93625

Hi Skeeter Bug; Re: "micron may reduce production if the marginal cost to produce a chip outweighs the marginal revenue it brings. that is until the marginal cost and marginal revenue equate then they start again." I disagree. I say that since they are the lowest cost producer, they will never, ever, ever reduce production. (Unless they were the only producer, LOL!) They're chasing the competition out of the market. By the way, I think we'll continue to see memory (of all types) slide in price. It's stabilized the last few weeks, but I bet it continues to slide, and I expect to see a lot more blood among the memory makers. But I bet that Micron will be the last to cut production. -- Carl

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