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Technology Stocks : Micron Only Forum

MU 241.08

-6.7%

Dec 12 3:59 PM EST

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To: Chas who wrote (27611)	2/2/1998 11:43:00 PM
From: DavidG	Read Replies (1) of 53903

Chas, I am in the business and the big boys are paying about $54-$56. Thats $3.37-$3.50 per component. If you are going to look at pricing use prices that represent the largest portion of Micron's sales not the smallest portion that is sales to the reseller like the chip merchant retail.. The lower prices may be possible but it may be due to the Korean dumping recently when they were dumping at any price to obtain dollars. Those chips may be in the cheaper modules. But in the last week memory modules have been rising also and they do lag the chip prices. The pricing that most represents MU sales is chip prices not memory module prices and that is what is reflecting by Smith, Aice etc. ...although MU does make memory modules their main business is chips. DavidG

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