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To: Skeeter Bug who wrote (77007)8/8/2001 6:56:46 PM
From: Bilow  Read Replies (2) | Respond to of 93625
 
Hi Skeeter Bug; Re: "micron may reduce production if the marginal cost to produce a chip outweighs the marginal revenue it brings. that is until the marginal cost and marginal revenue equate then they start again."

I disagree. I say that since they are the lowest cost producer, they will never, ever, ever reduce production. (Unless they were the only producer, LOL!) They're chasing the competition out of the market.

By the way, I think we'll continue to see memory (of all types) slide in price. It's stabilized the last few weeks, but I bet it continues to slide, and I expect to see a lot more blood among the memory makers. But I bet that Micron will be the last to cut production.

-- Carl



To: Skeeter Bug who wrote (77007)8/8/2001 6:57:29 PM
From: Steve Lee  Read Replies (1) | Respond to of 93625
 
So who will run out of cash first - MU who will get revs of about $600MM on costs of $1.2BB (and probly make a write down of about $150MM), or Samsung who are making a profit - partly due to their lead in RDRAM production?

Even if Micron sees the light and starts making RDRAM, the 845 will have brought RDRAM down to a price where praps only Samsung will be able to produce it at a profit.

If DDR doesn't take off, what will happen to MU?


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