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To: edward miller who wrote (24958)12/9/1997 10:53:00 PM
From: TREND1  Read Replies (1) | Respond to of 53903
 
ed
you wrote
<<The SIA
said that the historical decline in bit prices was 45% per year, but
it used to be 30% per year for a long time. I wonder how they think
an acceleration like that can be sustained.>>

Ed
I read a year or two back in Value Line that the decline was -30%.
Have no idea where the -45% came from.
The article sure shows that declines are going to go on and on and on.
Larry Dudash



To: edward miller who wrote (24958)12/9/1997 11:14:00 PM
From: mike iles  Read Replies (1) | Respond to of 53903
 
Ed,

Am I reading this right? ... 16 Mbit FPM is $2.65-$3.00 and EDO is $2.10- $2.45? If true, my $2.50 ASP for this quarter already looks obsolete.

regards, Mike