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: TREND1 who wrote (28271)	2/13/1998 8:41:00 AM
From: HPilot	Read Replies (1) \| Respond to of 53903

Any idea how much of Micron's SDRAM is 64 Meg? And what is their cost? Could demand be increasing and margin on this product relatively high?

To: TREND1 who wrote (28271)	2/13/1998 9:46:00 AM
From: Jerry Denkera	Respond to of 53903

Larry I don't know dates of these prices but they seem a bit high. Synch 16 meg have sold under 3.00 during the weakness and most recently in the mid 3.00 range.However,this weakness in Sdram is fueled by tremendous competition to secure the few real oem customers{CPQ<IBM etc}to long term relationships as every mfger exits last gen of FPM,EDO drams.I believe that towards the middle or end of the year demand will start to outstrip supply in Sdram and firmer pricing could take place. The investor in me is willing to buy Sdram much like a good stock and put it away for a few months and wait for the inevitable surge even if only temporary. Regards jerry

To: TREND1 who wrote (28271)	2/13/1998 12:41:00 PM
From: Ed Beers	Read Replies (1) \| Respond to of 53903

Larry, I believe that your SDRAM chip prices are inconsistent (too high) with your 32MByte DIMM pricing. Ed