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Technology Stocks : Micron Only Forum

MU 240.46

+1.7%

3:59 PM EST

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To: Thomas M. who wrote (40791)	11/10/1998 4:30:00 AM
From: Fred Fahmy	Read Replies (1) of 53903

<You are completely ignoring the numbers. High-end PCs have significantly (~100%-400%) more DRAM than low-end PCs. This is hardly offset by the incremental unit demand growth (~10%) stimulated by price drops. A shift by buyers to the low end means less demand for DRAM. > Show me evidence that their has been a "shift" to the low end. Sales at the low end have been largely incremental purchases by those who would have never considered buying a PC a few years ago. But really, this is another debate and not part of this discussion. We're not talking about shifts or mix. We're talking about the average price of PC's in general. The suggestion was not originally made that a "shift" towards higher end PC's would be better for MU. Of course it would. The suggestion was made that higher PC pricing was better for MU and this is what I disagree with. Let make this clear using some example cases: Case 1: Lower Prices Low end PC's (8-16 meg) sell for $700 Mid range PC's (16-64 meg) sell for $1300 High end PC's (64-256 meg) sell for $2000 Case 2: Higher Prices Low end PC's (8-16 meg) sell for $1200 Mid range PC's (16-64 meg) sell for $2000 High end PC's (64-256 meg) sell for $3000 Which case do you think is better for MU? FF

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