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To: SgtPepper who wrote (42228)1/13/1999 10:46:00 PM
From: Skeeter Bug  Read Replies (2) | Respond to of 53903
 
anybody have any dram pricing? that is where the rubber hits the road...



To: SgtPepper who wrote (42228)1/13/1999 10:49:00 PM
From: PAinvestor  Respond to of 53903
 
Actually, cost/Mbyte is falling faster than price/Mbyte currently which means that profit/Mbyte is rising. That is why you are seeing a turnaround in industry profitability The generally accepted analytical tool used to assess the health of the DRAM industry is to look at total bit supply growth and then compare it to total bit demand growth.