let me give you a specific example of what i'm saying about the press matching achilles within +-5%.
this link is about mu, txn and dram. it is not affiliated with achilles in any way. no cover up, sinister plot or conspiracy here ;-)
fool.yahoo.com
i quote...
>>Shares of MICRON TECHNOLOGY (NYSE:MU - news) , an excellent proxy for the DRAM spot market, fell $1 5/8 to $30 1/8 today as the closely watched
spot prices for DRAM have continued to deteriorate. TEXAS INSTRUMENTS (NYSE:TXN - news) , another major manufacturer of DRAM, lost $9 to $111
7/8. Since mid-August, spot prices on 16-megabit chips have fallen from $5.70 to $5.80 all the way to $4.10. In the last month alone the drop has accelerated, with
16-megabit DRAM units down from $5.15 and slipping as much as 30 cents per day. Even pricing on cutting edge 64-megabit DRAM has dropped from $25 to
$23, which has pushed memory makers further into the red.<<
this news article states dram spot pricing is at $4.10.
how does that gell with achilles?
pweb.aix.or.jp
achilles has $4.35 as of oct 23rd.
achilles and this article gell very nicely. so we have a match. we have a match when tk was gquoting prices. we have a match when jerry quotes prices. in fact, we've never had a pricing disconnect.
i know what the reasonable conclusion is based upon the facts is.
btw, achilles appears to be too generous. perhaps i ought to revise my asp down a little ;-)
another fact to note is that 64 mb dram is already producing losses. why? this glut is massive and getting worse. why even move to 64 mb dram to only lose money before you begin?
good question. i can't answer it. |
