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Technology Stocks : Micron Only Forum

MU 248.54

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To: John Graybill who wrote (31062)	3/23/1998 1:11:00 PM
From: rob	Read Replies (1) of 53903

Smith Barney probably means the PC100 SDRAMs. I have heard from my friends in the industry that Intel is a bit worried about the supply of 64Mb DRAM's which meet the PC100 specs. More specifically the tAC=6ns spec. They of course don't want these RAMs to have any premium over regular 64Mb parts (god-forbid someone other than Intel make any money on PCs) otherwise the box makers won't make as many boxes with there high priced / high profit margin new 450/400/350Mhz Pent-II's with the BX chipset. Since this 100Mhz motherboard systems will sell at AUP's around $3000-$2500 and offer only 20% performance improvments (at best on the most CPU intensive applications) over run of the mill 300Mhz/66Mhz bus $1500 systems you can imagine demand for these will be weak till the Fall when Intel goes through its traditions pre-Xmas price cutting. At which time I imagine PC100 parts will be awash in the market all going for rock bottom prices. Look for 64Mb PC100 or any part for that matter ASP's to be in $7 range by late Summer or Fall, f they don't get there sooner. BTW $7 is about the marginal cost with 0.25um wafers. RP

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