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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: Mr. Aloha who wrote (22959)	10/25/1997 1:36:00 PM
From: davesd	Respond to of 53903

More good news....the Japanese sound like they are pissed at MU... Japanese counting on SDRAM Japanese chip execs are betting that a fast ramp-up of synchronous DRAM production over the next six months will help them grab back DRAM market share their companies lost to Micron Technology. It could also improve bottom lines. SDRAM suppliers can charge 10% more than they can for EDO and fast-page DRAMs, Jack Robertson writes in EBN. The Japanese now concede that after they cut back output in January, they were blindsided by Micron's massive 16-meg EDO DRAM buildup and ferocious cost-cutting. "We never considered that Micron would ramp up production so much," says Kazunari Shirai, president of Fujitsu's LSI Group. "We had expected DRAM prices this spring would stabilize. But instead," he says, "Micron helped create a continued oversupply that only drove DRAM prices lower." dave

To: Mr. Aloha who wrote (22959)	10/25/1997 1:42:00 PM
From: davesd	Respond to of 53903

More good stuff.... Prices of 16-megabit DRAM prices resumed their steep slide. Some say prices will continue to fall into 1998, putting OEMs in the catbird seat but leaving vendors with deepening losses. "We're all selling for below cost," says Mohammad Iqbal, DRAM marketing manager at Mosel-Vitelic. "Even those companies claiming they have the very best cost structures are selling for below cost," he says. There's also growing pressure on newer SDRAM devices; 64-meg SDRAMs were selling this past week at a new low, says EBN's Andrew MacLellan. "It's clear that prices are falling faster than the experience curve due to overcapacity," says Advanced Forecasting's Moshe Handelsman. With the current overcapacity plus the new capacity coming on, "it seems there're plenty of rough times ahead for vendors," says IC Insights' Brian Matas. dave