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Technology Stocks : Micron Only Forum

MU 232.33

-2.2%

3:59 PM EST

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To: Skeeter Bug who wrote (24185)	11/17/1997 9:43:00 AM
From: Sridhar Srinivasan	Read Replies (3) of 53903

Skeeter, congratulations on all the moolah you should have collected during this down turn, and good predictions too (sic). i know where to get extremely accurate dram info that the market apparently ignores for months. mu meets w/ analysts this week and it must be gory. dram at $3.46? OUCH!!!! Apparently, there is a significant discrepancy in DRAM pricing between SDRAM and all the old flavors. Currently, 16 MB SDRAM sells in local stores for $99 whereas corresponding price for EDO is $49. Also, $3.46 you quote from achilles seems to be relevant to EDO, not SDRAM. Do you know the current price for 16 Mb SDRAM? I would be interested in both contract (your est. - no one knows this for sure) and spot prices (which are typically valid for lower grade stuff that most of the larger consumers will not touch). Thanks in advance for the info. Sridhar

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