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

To: DJBEINO who wrote (41943)	1/7/1999 11:37:00 AM
From: SlowThinker	Respond to of 53903

In my earlier post (http://www4.techstocks.com/~wsapi/investor/reply-7109274), the assumption for current quarter ASP's of 64Mb DRAM was $8.85. If the price currently stands in the "upper end of the 9 dollar range" as noted in your post (http://www4.techstocks.com/~wsapi/investor/reply-7148354), then that's an extra $1 or so per each 64Mb DRAM that is going _straight to their bottom line_! Excluding the additional order rumored in www4.techstocks.com , Micron was estimated to be selling 50 million 64Mb DRAM's this current quarter--that's an extra $50 million straight to the bottom line. Including the effects of any large order would only make it that much better. I still believe that this is just the beginning of a "strong DRAM cycle," and what we are seeing now will only get better. $70 in the next day or two? Regards, >The U.S. price of a 64-megabit DRAM chip, which fell by as much as 60% in the six months before its slide halted in June 1998, currently stands in the upper end of the 9 dollar range.