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To: phbolton who wrote (38946)	9/23/1998 9:12:00 PM
From: Sun Tzu	Respond to of 53903

So far in the last 12 months I've gotten 128 MB of DRAM for free! Every ~2 months compUSA advertises DRAM SIMMs for the same price as the rebate price they offer. Near the end of the quarters they give it away almost 4 weeks a month. I figured my personal barometer of DRAM firming is when I don't see any give aways for 4 months. Your milage may vary. Sun Tzu P.S wanna guess what those give aways are called? A firming DRAM along with an inventory correction.

To: phbolton who wrote (38946)	9/23/1998 9:53:00 PM
From: DavidG	Respond to of 53903

PH, I think you are fudging the $7 per chip for a 64mb memory module. You need to dig into manufacturing and material costs a little more to realize how close the chip prices are to the module price. Also PC100 chips for Dell 350 to 450 mhz systems use 7-8ns chips not the inferior ones listed in your ad. I assume this was not one of the DRAM manufacturers that DELL was supposedly using, other than MU, Don't you Remember You were going to provide us with the other manufacturers?:-) DavidG

To: phbolton who wrote (38946)	9/23/1998 10:46:00 PM
From: Carl R.	Respond to of 53903

Actually I suspect that a $74 SIMM from the lowest cost internet provider translates to an above $8 chip price. I used to use the formula subtract 10% for the channel, then divide by 9 to allow for the manufacturing into a SIMM, but now I'd guess that the low cost internet price is more like an 8% markup and that the SIMM is only about $2 in cost. My trusty sliderule translates that into a spot price of about $8.30. This is pretty close to the $8.50 that Samsung is claiming, and is consistant with an $8 contract price. If the markup is only 5% you get an $8.50 price. Carl