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Technology Stocks : Micron Only Forum

MU 383.24

-2.9%

Feb 9 3:59 PM EST

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To: DavidG who wrote (32727)	5/4/1998 6:20:00 PM
From: Ed Beers	Read Replies (1) of 53903

David, Sorry to respond so late, I was away for the weekend. The PC100 SDRAM upgrade from Dell was for a 400MHz Pentium II. The SDRAM upgrade from Dell was for a 333MHz Pentium II. Both had the same price. I mentioned it because it strongly suggests that Dell is paying little or no premium. At this point in the PC100 lifecycle, the pricing to large OEMs (the Dells, Compaqs, and Gateways) is what matters to Micron's profits. In past conference calls, MU indicated that they did not get significant price premiums for SDRAM (over EDO RAM) from the big OEMs even when there was a significant premium for us retail buyers.

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