SI
SI
discoversearch

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: Thomas G. Busillo who wrote (46375)6/16/1999 10:35:00 PM
From: Carl R.  Respond to of 53903
 
Tom, its reasonable to believe that with DRAM prices apparently in the $4-5 range, the cost is now below the marginal cost of the high cost producers. We should see if some of these guys want to keep playing soon enough. We may also see some producers doing production slowdowns. Both of these could cause prices to stabilize in this range.

Carl