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To: TREND1 who wrote (28275)2/13/1998 9:27:00 AM
From: DavidG  Read Replies (1) | Respond to of 53903
 
Larry,

I believe last quarter MUs split was 90% at 16mb and 10% for 64mb. Also the split between DRAM and SDRAM might be a little higher for 64mb SDRAM say 80% or higher(just a guess since one would expect P II to have more need for 64mb).

DavidG



To: TREND1 who wrote (28275)2/13/1998 10:20:00 AM
From: HPilot  Read Replies (1) | Respond to of 53903
 
Well do you know if they have good margins on the 64 SDRAM? I know they have little or none on the 16 MB.

BTW: WDC looking good. May break 20? Or at least be in a good postition to break 20 next week!



To: TREND1 who wrote (28275)2/13/1998 10:53:00 PM
From: Chas  Respond to of 53903
 
64M sync 12 months from now my guess is:
if no supply shortage=$11-12. in 1999.
If shortage could be $14-$16.
I welcome anybody else to guess at that one.


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