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.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: HoodBuilder who wrote (13240)	12/13/1997 9:41:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

Michael, Last numbers that I saw indicated that DRAM was less than $2B out of more than $10B monthly sales. I don't remember the precise numbers just that it was less than 20% of total sales. This would have been around September, possibly October. Re the 16Mb part drop: Big deal. It's approaching the price of the 4Mb and smaller parts. The 64Mb part is becoming dominant. After that comes 256Mb unless some chipmaker decides there's money to be made at 128Mb. INTC sells its processors anywhere between $100 and $1000 roughly. So it takes anywhere from about 4 to 40 DRAM chips to generate the same revenue as a processor. i.e. - there's an awful lot of those "suckers" which tend to use leading edge equipment. May the transitions to denser chips happen ever more quickly. ;-) Ian.