Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: FJB who wrote (29487)	4/10/1999 9:42:00 PM
From: Clarksterh	Respond to of 70976

Robert - It's been pretty widely reported that DRAM pricing for 64Mb parts has dropped from the $10.50 to $11.00 level at its peak in early January to $7.50 to $8.00 now. I wasn't really disputing that, since at the introduction of new high density DRAM it follows a steeper decline than mainstream DRAM. Thus, if you looked at 1 Gb DRAM over the next year or two it will drop much faster than 64 Mb DRAM or 16Mb DRAM. My claim was that this steep drop for 64 Mb DRAM price is not a good proxy for the real price decline in DRAM since 64 Mb is just starting to become mainstream. Just a clarification of my position. Thanks for the feedback; feel free to point out any errors. Clark PS You have some real fans on the Cymer Yahoo thread. I, on the other hand, am the anti-Christ. <g>