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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (27165)4/2/1998 11:13:00 AM
From: Thomas M.  Read Replies (1) of 132070
 
upside.com

...There is a trend toward the more basic PC, but then again
there isn't. One of the big factors behind the emergence of the
so-called $1,000 PCs is the fact that component prices have
come down dramatically. Three years ago, 16 megabytes of
memory in a PC was $800. Now 32 megabytes of memory in
a PC is $50. If the semiconductor cycle reverses and that $50
of memory [costs] significantly more and people move up to 64
megs, then forget your $1,000 PC.

ROFL. All those fabs collecting dust won't be opened on the next uptick in DRAM, will they? ;-) He thinks DRAM prices are cyclical. The stocks are cyclical, dummy! DRAM prices go down some of the time, and down the rest of the time.

Tom
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