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Technology Stocks : Micron Only Forum
MU 239.16+1.1%12:34 PM EST

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To: Fred Fahmy who wrote (40781)11/9/1998 11:19:00 PM
From: Land_Lubber  Read Replies (1) of 53903
 
Fred,

> Cheaper PC's means more demand for PC's (i.e. higher volumes). Higher volumes mean greater demand for memory.

What is better than more demand for cheaper PC's? More demand for expensive PCs. The latest data is showing that demand is shifting from the absolute cheapest models to models with a few more frills (like extra memory). The cheapest models are actually getting so cheap and so bare bones that the majority of buyers now want more than that, and can afford to pay for the extras.

Land_Lubber
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