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To: DavidG who wrote (23781)11/11/1997 2:14:00 AM
From: Skeeter Bug  Respond to of 53903
 
dg, mu gave to asps last q. their overall asp was $7.00. their 16 mb dram asp was $6.50.

of course, they put $7.00 in their press release and only fessed up to $6.50 in their conference call ;-)

your $5.50 compares to the $7.00 figure and may be close - though i suspect reality is in the low $5.00 mark. using your figure of $5.50, though, asps are still down 20+% this q. at 100 million chips a q, that is $600 million in revenue lost per year. OUCH!

my $4.60 compares to the $6.50 straight 16 mb dram pricing. we are saying the same thing, but using different numbers.

the point still stands.