Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: DJBEINO who wrote (46186)	6/9/1999 1:55:00 PM
From: A. A. LaFountain III	Read Replies (1) \| Respond to of 53903

Re SIA forecast It's interesting that the SIA forecast incorporates a 25% DRAM revenue growth component. It sure looks like price per megabit is running about 50% of last year's level (64Mb went from $25 to $10 in 1H98 and has gone from $10+ to near $5 this year). If revenues go up 25% and prices decline by 50%, then units have to grow 150%. Even after acknowledging that there are a lot of older parts that have not seen such steep price erosion, the SIA forecast seems to me to be unduly optimistic in light of the current DRAM realities (and the likely prospects over the next several months). - Tad LaFountain