Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 (25082)	12/12/1997 12:02:00 AM
From: mu_basher	Respond to of 53903

Thanks Dave ALL info well taken. Hoping to see some more downside for MU tomorrow. Thanks Greg

To: DavidG who wrote (25082)	12/12/1997 11:04:00 AM
From: Skeeter Bug	Read Replies (1) \| Respond to of 53903

from larry's e-mail... >>Prices for a 16-Mbit DRAM on the spot market in Taiwan have recently fallen by a staggering 25%, to $2.40 per unit this week from $3.20 two weeks ago, said analyst Don Floyd at ING Barings Taiwan Ltd. in Taipei. Prices for a 64-Mbit DRAM in the local market have fallen by more than one-half this year, to as low as $15.00 as of last week, Floyd said.<< AMAZING how mu sells their chips for $4.00 when everyone else sells theirs for $2.40 ;-) couple things to learn from this. one, 16 mb is KILLING EVERYONE. 2. THE KILLING WILL CONTINUE. why? 16 mb is being sold by EVERYONE below the marginal cost of manufacturing. EVERYONE. HOWEVER, 64 mb dram ISN'T BEING SOLD BELOW COST. 64 mb is $15. this EFFECTIVELY SEtS A CEILING ON 16 MB PRICING OF ABOUT $3.75 AS AN ABSOLUTE MAXIMUM! when it gets to $3.40 to $3.50 then whole sale changeovers to 64 mb chips will follow and demand for 16 mb chips will dry up and blow away. VERY BAD NEWS FOR MU SINCE THEY CAN'T AFFORD A 100% TO UPGRADE TO 64 MB AT THIS TIME. hey, they didn't EVEN MAKE BACK THEIR INVESTMENT IN 16 MB TECHNOLOGY. details, details, details. ;-) the bottom line is that dumping charges against foreigners are fruitless b/c they'll transition to 64 mb and sell at cost - a per mb cost which will be a lot less than 16 mb chips. GAME OVER! dave, btw, we're nowhere near $50 and it is almost january ;-) 60% CHANCE THAT WE SEE A LOSS THIS PAST Q AND 100% CHANCE THAT THE ANILISTS ARE WRONG ;-) 95% CHANCE THAT WE SEE AN OPS LOSS WHEN THE CURRENT Q IS REPORTED IN MARCH...

To: DavidG who wrote (25082)	12/12/1997 7:00:00 PM
From: Kerry Phineas	Read Replies (2) \| Respond to of 53903

David, Seoul has the highest pctg of phd's per capita in the world (supposedly, but lets assume its true). Why can't the Korean co's pay for these phd's to do research in their currency and then have the fixed equipment costs and the like reflected in the costs of their chips, mostly sold in dollars(other than the almost total lack of credit for any of these expenditures, of course). Personally, still think MU buyout amazingly unlikely, no matter how cheap it gets. If nothing else, no co would want any influence from MU's current board, dominated by tobacco chewing, potato growing rednecks-g-.