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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Lee Lichterman III who wrote (16299)	8/27/2001 3:05:19 PM
From: Lee Lichterman III	Respond to of 52237

I hate to sound like a perma bear but this is funny. MU up over 2 bucks and according to briefing, it is because rumors are that MU will announce higher demand at their conference tomorrow. After reading this, I checked the SDRAM prices on their site and found it is at a new all time low. Note these prices are about 25% lower than a week ago..... Module Size Price (ea.) Web Price (ea.) Part No. Part Details 256MB $37.99 $34.19 CT32M64S4D75 SDRAM PC133 • CL=3 • Unbuffered • Non-parity • 7.5ns • 3.3V • 32Meg x 64 256MB $39.99 $35.99 CT32M64S4D7E SDRAM PC133 • CL=2 • Unbuffered • Non-parity • 7.5ns • 3.3V • 32Meg x 64 128MB $20.99 $18.89 CT16M64S4D75 SDRAM PC133 • CL=3 • Unbuffered • Non-parity • 7.5ns • 3.3V • 16Meg x 64 128MB $21.99 $19.79 CT16M64S4D7E SDRAM PC133 • CL=2 • Unbuffered • Non-parity • 7.5ns • 3.3V • 16Meg x 64 64MB $11.99 $10.79 CT8M64S4D75 SDRAM PC133 • CL=3 • Unbuffered • Non-parity • 7.5ns • 3.3V • 8Meg x 64 64MB $12.99 $11.69 CT8M64S4D7E SDRAM PC133 • CL=2 • Unbuffered • Non-parity • 7.5ns • 3.3V • 8Meg x 64 32MB $12.99 $11.69 CT4M64S4D75 SDRAM PC133 • CL=3 • Unbuffered • Non-parity • 7.5ns • 3.3V • 4Meg x 64 32MB $13.99 $12.59 CT4M64S4D7E SDRAM PC133 • CL=2 • Unbuffered • Non-parity • 7.5ns • 3.3V • 4Meg x 64 crucial.com Note I posted last week that MU looked like it was about to run. TA vs FA I guess. 256 chips were $260-$270 last year, now they are $34. Sounds like a good business plan to me. I am sure Abbey will tell us that memory is not a commodity though! Consumer confidence numbers are tomorrow AM then GDP on Wednesday. Who knows though as the market ignored this morning's bearish Housing sale and new hiring news. Good Luck, Lee