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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Skeeter Bug who wrote (29483)	4/10/1999 6:46:00 PM
From: Duker	Read Replies (1) \| Respond to of 70976

7. the $600 and under pc market is growing leaps and bounds - dram doesn't grow in this area... $600 computers do not ship with DRAM? --Duker

To: Skeeter Bug who wrote (29483)	4/10/1999 7:13:00 PM
From: Clarksterh	Read Replies (3) \| Respond to of 70976

Skeeter - You're cherry pickin': 64 mb retail has dropped from $92 to high $50s is about 2-3 months. Care to share the source for that? My DRAM price history shows pretty steady prices Y/Y. See members.home.net I'll admit that in the last month or two it is making another move but sadly DRAM pricing doesn't move in even increments, and even so the fall over the last 2 months is genuine slow motion compared to early 98 and 96. My suspicion is that 64mb DRAMs, which are just becoming mainstream, are doing the normal qick drop in price per mb to match the price per mb for 16mb. This is normal and is not, repeat not, a sign of overall price erosion compaq says that business sales are weak. and Dell says they are strong. per idc, desktop revs were negative in 1998 for the first time in history. of course, myself and a few others have been saying that for many months. And in 96 the price of memory collapsed. So what? The past is the past. The price of memory is no longer dropping so fast. It is down about 15% in the last six months. . the $600 and under pc market is growing leaps and bounds - dram doesn't grow in this area... That is just silly. I'll bet you that in 2 years the $600 computer has at least twice the memory of the current $600 dollar. The only worry would be if the minimum price keeps dropping implying we can't find a minimum on the demand elasticity equation. Doesn't seem to be happening. . ericson said that there is a lot of pressure in the wireless amrket. If there is any market I know it is wireless, and this is Ericsson speak for 'We're getting our asses kicked by Nokia, Lucent, and Qualcomm'. The telecom market is still growing by leaps and bounds - this I'll guarantee. Clark PS What is your source for retail pc unit growth was up a whopping 1% in february.?