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To: yousef hashmi who wrote (45053)4/13/1999 2:55:00 PM
From: A. A. LaFountain III  Read Replies (2) | Respond to of 53903
 
Re: "average price of 64 megabit chip remain unchanged @ 9.99"

Most market research firms only include prices for parts shipped to this planet (hence DataQuest citing PC66 64Mb parts below $8 and stating that "trading continues to be sluggish with brokers seeming to drown in the product excesses").

Has anyone else noted that AICE (the Bloomberg source) and SmithWeb seem to be in a different world than what the vendors and customers are describing? - Tad LaFountain



To: yousef hashmi who wrote (45053)4/13/1999 3:51:00 PM
From: phbolton  Read Replies (1) | Respond to of 53903
 
Yousef: $9.99 is nonsense. ASP for 64Mb PC100 is about $7.25 today.
Simple arithmetic: you need 8 64Mb chips for a 64MB module and about $10-12 for the adder, assembly and the retailer's profit. So. If Mu 64MB is at $70 at retail..... and the low retail now implies an ASP on the low end of (55-10)/8 which is way below $6.......

hey, MU is surging at the close. Go MU go. Lets see 50 tomorrow!


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