SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?


To: DavidG who wrote (24189)11/17/1997 11:00:00 AM
From: TREND1  Respond to of 53903
 
Micron Electronic CEO to be on CNBC at 11:AM EST today ?

Read some where that MU already was at 40% SDRAM.

Larry Dudash



To: DavidG who wrote (24189)11/17/1997 5:52:00 PM
From: Trey McAtee  Read Replies (2) | Respond to of 53903
 
david-

i can assure you that the final ASP will likely be around 4.75.
also, a point which you seem not to want to address is the testing equipment woes the company has had. don't you thik that will effect SDRAM production significantly? it did last q.

as for SDRAM getting a higher price than EDO, sure, but not much higher. using AICEs information, SDRAM dimms should be selling at a significant premium to EDO simms. that simply is not the case.

also, you guys are hell bent on the quality of DRAM stuff. NO ONE CARES. the simple fact of the matter is that samsung SDRAM runs as well as MU SDRAM. MU doesnt get a significant premium, IMHO.

good luck to all,
trey