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To: DavidG who wrote (37040)8/7/1998 9:41:00 AM
From: phbolton  Read Replies (1) | Respond to of 53903
 
DavidG: lets see some evidence for your claimed price rise of 25%.



To: DavidG who wrote (37040)8/7/1998 9:42:00 AM
From: TREND1  Read Replies (3) | Respond to of 53903
 
David
As of today, I'll stay with 35-36 range being the top.
MU needs a little pull back here to rest.
Or that is what the probabilities are.
Larry Dudash



To: DavidG who wrote (37040)8/7/1998 2:28:00 PM
From: Ed Beers  Read Replies (1) | Respond to of 53903
 
>Sure...MU is at least at 500 million mbit/month bit production...and...they were selling for approximately $.10 per megabit. Recently 16 mb chips have risen from as low as $1.50 to $2.00 and 64mb chips from as low as $7 to now maybe $9.

We have seen about a 25% increase off the rock bottom lows from last quarter. What does this do to MU's bottom line. <

During the last conference call, MU indicated that the ASP was $2.60.



To: DavidG who wrote (37040)8/8/1998 2:11:00 PM
From: Skeeter Bug  Read Replies (1) | Respond to of 53903
 
dave, my third grade math bs-o-meter just went zany. mu's asp for last q was at or above $3. this q it is about 30% lower - even with the pc100 jive. do they reduce costs 30% a q? no way jose..

oh, and that is assuming the 25% uptick is actual and not imagined ;-)