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Technology Stocks : Micron Only Forum

MU 241.14

-6.7%

Dec 12 9:30 AM EST

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To: DJBEINO who wrote (40911)	11/16/1998 2:57:00 PM
From: Chas	Read Replies (2) of 53903

I would think MU is undervalued considering the spot continuing to go up. Good trading. ----------------------------------------------- DRAM Spot Market Pricing (U.S. Dollars) ============================================================== 11/13/98 11/6/98 Low High Low High Range Range Range Range 1Mbx16 EDO 2.70 2.98 2.65 2.90 1Mbx16 SDRAM 2.60 2.90 2.50 2.85 1Mbx16 SDRAM PC100 2.95 3.30 2.85 3.30 4Mbx16 EDO 9.70 10.60 9.15 10.00 4Mbx16 SDRAM 9.60 10.50 9.20 9.95 4Mbx16 SDRAM PC100 9.65 10.50 9.50 10.30 ============================================================== Source: Dataquest (November 1998) Dataquest Analysis All three 16Mb devices tracked continue to ascend the pricing ladder in the spot market. The 64Mb density also shows rising prices across the board. Demand remains very hot at the 16Mb density. These devices are becoming increasingly hard to come by as most suppliers have significantly scaled back production. Thus, as a result, prices are steeply rising in response to real customer interest for this 'legacy' 16Mb density, especially in EDO. The 16Mb EDO device rose by 5 cents at the low end and 8 cents at the high end and is now trading between $2.70 and $2.98. The 66-MHz SDRAM version experienced price increases at both price points and is now valued at from $2.60 to $2.90. The revaluation translated into 5- and 10-cent price increases at the high-end and low-end ranges, respectively. Again the PC100-MHz 16Mb device showed the largest price fluctuation. It rose by a healthy 15 cents at its low end point and stabilized at its high end point. As a result, its average spot market value is between $3.00 and $3.30. At the 64Mb density, this week all of the devices tracked experienced higher price movements. The biggest shifts were in the EDO and 66-MHz SDRAM parts, where a high and low shift of +$0.45-0.55 moved the overall prices higher.

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