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


To: Greg Jung who wrote (41271)12/6/1998 10:18:00 AM
From: sandstuff  Respond to of 53903
 
The retailers buy from module makers who buy from DRAM manufacturers and brokers. Their module pricing will not immediately reflect any changes in the "spot" DRAM component pricing. I see the DRAM price trend starting to soften and nudge down because of Korean availablity.

IMO this could be the beginning of the Korean "wave" of SDRAM product. If it is not absorbed by more demand, DRAM pricing will be headed south. Micron will have to drop pricing. Time will tell.