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To: TREND1 who wrote (25781)12/18/1997 11:20:00 AM
From: Richard Monge  Read Replies (2) | Respond to of 53903
 
Mike, where do you get the DRAM price info from? Do you have its pricing ove the last 6 mo?



To: TREND1 who wrote (25781)12/18/1997 11:47:00 AM
From: davesd  Read Replies (1) | Respond to of 53903
 
Larry, I talked to MU this mornings.... the 16M SDRAM is priced between $2.80 and $3.10...and the 64M SDRAM is between $22-25.

dave



To: TREND1 who wrote (25781)12/18/1997 11:57:00 AM
From: mike iles  Respond to of 53903
 
Larry,

GS must be using those numbers for it's forecast ... Aunt Maude's Coffee and Memory Shop (g) ... on the call on Monday, Baldwin said they had been selling 16 Mbit at $3.50 and he expected that as they re-negotiate their (daily! what a joke) contracts that the price will move down to the spot market level, currently $2.50-$3.00 range ... actually, he didn't mention $4.50 ...

regards, Mike


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