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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Daniel Schuh who wrote (7733)	9/6/2000 6:09:56 PM
From: crazyoldman	Read Replies (1) \| Respond to of 275872

Daniel and Thread, Help me out here... This morning Micron stock was downgraded, before I left for work I heard one of the talking heads on CNBC saying something about falling RAM prices. I just checked Micron's website to see how much things had fallen. The following dates/prices are taken from my own buying record this year: 01/27/2000 CT16M64S4D8E (PC100) $155.69 Per 128 MB 04/27/2000 CT16M64S4D8E (PC100) $116.99 Per 128 MB 07/07/2000 CT16M64S4D7E (PC133) $140.39 Per 128 MB TODAY'S Price CT16M64S4D8E (PC100) $140.39 Per 128 MB CT16M64S4D7E (PC133) $170.99 Per 128 MB As I recall this year, memory prices were descending until early May and have risen since. That last load I bought in July would now cost nearly $30.00 per 128 MB stick more than I paid (in July). Here's where I need help: 1. How is Micron "suffering" from falling RAM prices? 2. If PC memory prices are firm, doesn't this indicate PC demand is firm (and therefore PC processor demand is firm)? And if that's so what are AMD's stock price doing falling? Doesn't a firm memory price tell more about what's going on in the PC business than an ANALyst? Kindest regards, CrazyMan