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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: Kathleen capps who wrote (27283)	1/28/1998 2:19:00 PM
From: Jerry Denkera	Read Replies (2) \| Respond to of 53903

To All---------- There has been much discussion regarding actual costs for product by different mfger on this thread with articles some being plausible and some not and opinions most just guesses based upon earnings numbers,bit growth etc.etc. I believe costs are probably simpler to obtain by just knowing what each mfger uses as its published or negotiated wholesale price in the U.S. The memory market has been under scrutiny for the last at least 10 years because of previous dumping charges against the Japanese and then the Koreans so it would seem that published prices from legit sources i.e,franchised dist.,rep,etc would not be below provable actual costs. Hence when TI offers product thru disty at 3.00 they should be able to prove costs below that or be subject to a Micron attack thru the ITC.The same for the rest of the dram mfgers. With this in mind I suggest the costs being used in some of the posts I have seen on 16meg are way high and probably most costs range between 3.50 and 2.50 across the board on standard FPM and EDO dram in 16meg. It certainly makes no sense any longer to believe that any dram mfger would continue to build parts to lose money on when they can convert to 64megs and higher where most factories are under capacity. Regards Jerry