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 : Rambus (RMBS) - Eagle or Penguin -- Ignore unavailable to you. Want to Upgrade?

To: vc21 who wrote (56790)	10/6/2000 5:05:35 AM
From: John Walliker	Read Replies (2) \| Respond to of 93625

vc21, BTW, DRAM spot seems to have stabilized. The same can't be said for MU. Maybe this slide does have something to do with MU's legal problem and ultimate demise from the memory business. The market has spoken. 28 billion dollars and counting. Everyone seems to have forgotten that Micron already has a license to make RDRAM. Whatever happens in court and afterwards they will still have that, so they will hardly be pushed out of the memory business. Its just that they might ONLY be allowed to make RDRAM. John

To: vc21 who wrote (56790)	10/6/2000 12:03:02 PM
From: Daniel Schuh	Read Replies (1) \| Respond to of 93625

You're saying that Micron would be doing better if they caved and gave Rambus money for nothing? I know that's the prevalent logic here, and odd logic it is. As for your DRAM spot price so-called point, that seems to be right in line with bus people logic too. Prices for dynamic random access memory, or DRAM, chips have taken an unexpected slide in recent weeks because of sluggish PC purchasing. Micron Technology, which is expected to report earnings of 96 cents a share later today, has been selling 64-megabit DRAM in the wholesale or "contract" market for $7.50, or 50 cents less than the week before, according to a report from Merrill Lynch's Joe Osha. In August, Micron's contract price was between $8 and $8.40, Micron executives said at a Bank of America conference in late September. news.cnet.com The spot price of 64Mb DRAM has fallen steadily over the last two months, losing about 22 per cent in total. In the US the spot price is now sitting at $6.6, down from over $8 earlier this summer, while in Asia it has fallen below the $6 line. theregister.co.uk Yup, all Micron has to do is listen to the scambus operators, and things will magically get better for them. If prices are allegedly stabilizing at 22% lower levels, it's obvious that if Micron only caved in to Rambus, they would be making a lot more money in the future.