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

To: TREND1 who wrote (32418)	4/23/1998 10:54:00 AM
From: Chas	Respond to of 53903

I think its the initially intro and the retail level trying to make a buck until most have the new systems ava over the next couple of weeks. The suppliers are charging the OEM's from "0%" to 10% premium for PC100 right now, so the price difference is not justified. Good trading.

To: TREND1 who wrote (32418)	4/23/1998 12:10:00 PM
From: Ed Beers	Read Replies (2) \| Respond to of 53903

Larry, I don't think that the pricing we see on PC100 RAM means much right now. While it is difficult to tell if there is a severe shortage, it is clear that there isn't a large surplus. The result is that most of the PC100 RAM is going to the large OEMs and the spot and retail markets are not very liquid. On the other hand, it will be a while before there is any real demand from anyone but large OEMs. We just went through this same scenario with SDRAM and the Micron conference calls always indicated that the contract price premium for the rarer parts was not very high. Micron knows that this is a high volume part in the near future and is trying to get design wins, qualifications, and purchase commitments. Look at the market for boxes. It will not support a significant price premium for a high unit volume. Ed