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Technology Stocks : Micron Only Forum

MU 333.34

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3:59 PM EST

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To: Knighty Tin who wrote (10597)	3/11/1997 8:13:00 PM
From: spiny norman	of 53903

Mike, re this post >> But, the fact is, you bring down 64 Mbit costs by producing them in >> ever greater quantities, not by artificially holding up 16 Mbit prices. >> And the extra costs to pc boxmakers at what is a tough time for them >> will not help sell more chips of either 16 or 64 persuasion. One possible interpretation is that Samsung et al are hanging tough because at the margin high 16 mB prices would tend to accelerate "design in" decisions to use 64 mB. In other words, high 16 mB prices now shift some demand to 64, helping those producing 64s drive their costs down faster. I'd appreciate your thoughts on manipulation of 16 prices to accelerate the 64 transition. (regardless of effects on overall box demand) Thanks in Advance

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