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

To: mike iles who wrote (23145)	10/28/1997 4:37:00 PM
From: Megs	Read Replies (2) \| Respond to of 53903

Mike, I think the 20% specialty products David was talking about was the oddball DRAM, 256KX16, SGRAM, ETC. These parts are used in the graphics areas. Funny that Micron has only 1% of their product in SRAM. How much did they have to spend on the anti-dumping case to protect a 1% product? <g> I have a comment on the contract vs. spot price. The contract price is generally higher because not all DRAM is the same. You don't go out and buy the cheapest tv (Goldstar). You also want quality (Samsung, Toshiba). So OEMs that care about quality parts will contract with manufacturers that make good parts and try to get the best price. A manufacturer that has over 60% of sales in contracts is better off than ones that rely on the spot market. A catagory Micron falls into (I remember their latest number being around 80% OEM sales). Meg p.s. Thank you Hong Kong! I'm back into Micron.