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To: TREND1 who wrote (24387)11/23/1997 12:30:00 AM
From: DavidG  Read Replies (4) | Respond to of 53903
 
Larry,

On a serious note...some comments on semis by Lehman:

AICE and NECX are a source of info. MU indicates pricing pressure is relenting.

lehman.com

Somewhat curious about your 32mb prices...

1) Is it possible their memory is Korean garbage being dumped for under $1000 systems?

2) or possibly lost leader items in the store you indicated to get buyers to purchase other items...Or even a bait and switch advertisement where they only sell a few and then they are sold out...and then try to sell other brands.

The only reason why I mentioned it is that it doesn't seem to track with other prices published and I do not believe it is representative of MU DRAM.

DavidG