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Technology Stocks : Micron Only Forum

MU 226.29

-3.4%

3:12 PM EST

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To: Skeeter Bug who wrote (41201)	12/3/1998 9:02:00 PM
From: DavidG	Read Replies (3) of 53903

Skeeter, As we speak I believe MU is making money right now on the prices they are getting for PC66 and PC100 64mb chips. My guess is that they have production costs in the ballpark of $7/chip with an ASP of approximately $9. Do the math and you will find it to be quite impressive right now. If the Koreans are smart this time they will not blow that $2 differential and learn to stick it to the Michael Dells of the world.<g> Of course they are not....so the prices should drop. We have to wait and see by how much.:-) DavidG

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