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Technology Stocks : Micron Only Forum
MU 286.68+3.8%Dec 24 12:59 PM EST
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To: VLAD who wrote (39067)9/26/1998 7:54:00 AM
From: Carl R.  Read Replies (1) of 53903
 
To spell it out, low DRAM prices mean lower computer prices which means more CPUs sold. Also in the past falling DRAM prices have reduced the needs for INTC to lower CPU prices. Computer buyers expect prices to fall at a steady rate, and if price drops from memory are sufficient, why cut CPU prices?

If memory prices actually went up, consumers would defer purchases based on the assumption that prices would eventually come back down, thus reducing the sales of CPUs. Thus the supply and demand for memory affects CPUs as well.

If it keeps DRAM prices from rising, isn't that bad for MU? It certainly could be. Note my example in the prior post of WFR. However if it allows MU to reduce costs further, and faster than competitors it could also be good, especially if a debt laden competitor can not follow suit. Time will tell.

Carl
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