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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (60901)5/27/1999 3:30:00 PM
From: gnuman  Read Replies (2) of 132070
 
MB, re: DRAMs
ACER said yesterday they were cutting DRAM production from 85% of sales to less than 30%.
They claim if DRAM prices remain at around $5.00 US through 1999 they could report a loss.
Do you think they're talking product mix ASP or 64k Dram ASP? (Although I'll bet most of the production is 64k).
This may be influencing MU's price.
nikkeibp.asiabiztech.com
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