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

To: Carl R. who wrote (39129)	9/26/1998 3:54:00 PM
From: wily	Respond to of 53903

You are embarrassing me with your modesty. I said that because your responses are balanced and assured and some are a bit unusual. Plus, not too many people take the time or have the wherewithal to do such bottom up calculations as "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." Now I see that you are a businessman from the Warren Buffet State. I say you have several generations of business in your blood. I'm not really interested in Micron as an investment. I came over here for the relevance to Rambus, but maybe I should...