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

To: DJBEINO who wrote (28583)	2/18/1998 9:36:00 AM
From: eddie r gammon	Respond to of 53903

Whatever erg

To: DJBEINO who wrote (28583)	2/18/1998 9:51:00 AM
From: Chas	Read Replies (1) \| Respond to of 53903

The reference to $3.50 is a nice number, but in OEM world they are not paying that much at the moment. There may be some attempts to raise the price to that level but since 2Mx8 sync is the main device now, its the one that really counts for Micron and others revenue stream. I think firm is stability, and thats what the market needs right now. Keep our fingers crossed the market will stay firm on 16m and give the 64M market a chance to slowly reach parity(4x 16m price) over the next couple of months or so. Meanwhile, Micron will have to play catch up as the 64M market demand has ramped earlier than they admit. By the time Micron starts to participate in 64M sync, they will be just jumping on the learning curve and the rest of the market will have been shipping for a long time and making money "without dumping".