Larry, Liked the poll on earnings, here is one on demand for 64 Meg
Below taken from article on previous post:
"Computer manufacturers buy memory on a cost-per-megabit basis, and traditionally, this group has shifted to the denser memory only when the more advanced memory becomes four times or less expensive than the current standard memory. Last fall, 64-megabit DRAM was on track to hit the 4X point in the third quarter, according to some analysts, although 16-megabit DRAM was dropping in price as well.
Since then, however, an oversupply in 16-megabit DRAMs has accelerated the price decrease in 16-megabit chips, postponing the crossover. Dataquest now expects the crossover to come in 1999.
"Unless they price them at a loss, they aren't going to be able to sell them at a price that makes people want to buy them," Bonner said."
Larry, you have discussed the supply and demand equation regarding 64 meg. TO EVERYONE -
Do you feel the above statement is accurate? Yes or No
Please feel free to support your answer.
In my humble opinion, I believe this is the bloodbath Mr. Kurlak sees coming. Either the transition will come later than expected or the price will be too low to be profitable - just like 16 Meg.
Thanks, in advance for your responses and opinions.
ComSolut |
