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.

Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Freedom Fighter who wrote (65874)	8/5/1999 10:45:00 PM
From: Skeeter Bug	Respond to of 132070

60% down, 40% up, 60% down... $10 - $4.00 - $5.60 - <$3.00. there may be a blip due to increased orders from oems - back to school, yadda, yadda, yadda. they best be hoping that somebody be buying the boxes they be ordering. if not, my english might be gettin' better ;-)

To: Freedom Fighter who wrote (65874)	8/6/1999 7:40:00 AM
From: valueminded	Read Replies (1) \| Respond to of 132070

Wayne: Although not requested, I can comment from monitoring retail front. I have not seen an uptick in dram prices for a 32mb or 64mb upgrades (pc100 compatible stuff). Typical prices retail to consumer are averaging about 30$ for 32mb, and hasnt changed for the past month or so by my reckoning. I expect that we have consumed a large quantity of inventory in the rush to build the "free pc's" .. My guess is most of these are pulling in purchases which would have been done at a later date. So lots of low priced unit sales followed by a drought. I expect that emachines, microwerks will probably do gangbuster sales and take market share from the "biggies" on the retail front. I also see low growth for corporate America as there are few applications (other than running the bloated operating system) which require anything beyond a Pentium 100 anyway. imo

To: Freedom Fighter who wrote (65874)	8/6/1999 8:56:00 AM
From: gnuman	Read Replies (1) \| Respond to of 132070

Wayne, DRAM's and Moore's law. More PC's don't equal more DRAM's. I remember when PC's came with 8 SIMM sockets. If you wanted 8 mBytes of DRAM you had to have 8 SIMM's with 64 DRAM's. (And when Win95 came out, there were a lot of upgrades to 16 mByte). Looking at more recent history, anyone wanting 64 mB bought either four 16mB DIMM's, (with 32 DRAM's), or two 32mB DIMM's, (with 16 DRAM's). Now basic systems with 32 mB require only one DIMM, (8 DRAM's. Probably the reason Micron is offering incentives to upgrade to 64 mB on new systems). At the low price of 32 mB DRAM, I suspect this will be the entry level for some time, not good news for the suppliers. And with the advent of ever increasing chip densities, (64/128/256 mb), I think we'll see the average number of DRAM's per system converge on 8 chips, the minimum needed for a system. A year from now 64 mB will be sufficient for most. (And a year from now 64 mb DIMM's will be selling for 32 mb prices). The real dichotomy for the chip makers is that ever increasing densities has the effect of decreasing demand for chips, with lower pricing to maintain share.. JMHO's.