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Technology Stocks : Micron Only Forum

MU 237.50

-1.5%

Dec 15 3:59 PM EST

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To: Knighty Tin who wrote (10811)	3/13/1997 5:16:00 PM
From: bucky89	of 53903

Hi Michael. And as I said before, DRAM today makes up only 10% of the price of the average PC. A 30% increase in the price of DRAM translates to only a 3% increase in the cost of the PC, something that the PC manufacturers will probably absorb themselves. This price rise will have a negligible effect on the price of PC's. But it will do wonders for the income statement for the DRAM guys. Prices are on a strong upward trend. Samsung is very determined to force crossover. 16Mbit fabs have already been depreciated. If they don't force crossover soon, then they will take a bath on their 64Mbit fabs. Josh

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