4 June, 2015 at 2:40 am in Business
From here on, if you are going to continue to play the Micron story based on DRAM (NAND is another story and will take care of itself), you need to focus on the 4Gb chip only (and watch for the introduction of an 8Gb chip, which will come.) We would like to see the price of the 4Gb chip stay at about $3.00 give michael kors factory outlet online or take. The current manufacturing cost of a 4Gb chip might be around $1.50, which makes for 50% gross margins (higher for Elpida since they don't have much depreciation due to the bankruptcy.) So, if 4Gb commodity DRAMs stabilize at about $3.00, Micron will do very well. Even as we worry about price Micron is shrinking cheap louboutins the 4Gb chip which will increase gross margins.
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