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To: Chas who wrote (47748)8/20/1999 8:22:00 PM
From: Skeeter Bug  Read Replies (1) | Respond to of 53903
 
chas, 128 mb pricing caps 64 mb pricing. i expect costs on 128 mb to fall faster than 64 mb. this will pressure 64 mb pricing at a point where mu is about breakeven (but bleeding cash from the balance sheet @ $200 mil per q).



To: Chas who wrote (47748)8/20/1999 10:17:00 PM
From: Ed Beers  Read Replies (1) | Respond to of 53903
 
Chas, I think it is clear that the transition to 128M parts is imminent and that it will result in a 5 to 10% DRAM capacity increase over the next year.


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