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To: Skeeter Bug who wrote (25140)12/13/1997 1:07:00 AM
From: Dave Gahm  Respond to of 53903
 
Skeeter,

Try SmithWeb, they update daily and seem to be consistent with other
sources. While on the subject...does anyone know what happened to
Midwest Memory, they seem to have dropped off the face of the web.

206.160.213.4

Good Luck, Dave



To: Skeeter Bug who wrote (25140)12/13/1997 9:40:00 AM
From: wiz  Read Replies (1) | Respond to of 53903
 
Skeeter

No good site for SDRAM parts but I bet this will get you pretty close....

2.10 16 Mb part/44 (finished 32 meg price to X(unknown)/ 54 SDRAM price

I get $2.577...... that's making alot of ASSumtions.... but I'll bet it's close!!!

Mark besides this is uncharted groud.. noone has ever tried to calculate the price of an object falling at the speed of light!-g-



To: Skeeter Bug who wrote (25140)12/13/1997 9:42:00 AM
From: mike iles  Read Replies (2) | Respond to of 53903
 
Skeeter, you're right about SDRAM being a premium to EDO ... I always forget that, maybe because I'm bearish? ... also because it's a temporary phenomenom ... OK, so they get a $2.50 ASP this quarter ... that would 'narrow' the operating loss in semi from roughly $185M to $135M. Hope you loaded up the put gun for next week ...

regards, Mike


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