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Technology Stocks : JDS Uniphase (JDSU)

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To: Frank Ellis Morris who wrote (19930)4/4/2001 7:08:39 AM
From: puborectalis   of 24042
 
World DRAM Price] Microchip Prices Continue Falling in Major
Markets

April 4, 2001 (TOKYO) -- A survey of world DRAM prices conducted by ICIS-LOR
showed that the moving average prices of DRAMs for large users and spot prices are
continuing to fall.

The moving average prices of 128Mb DRAMs (PC133, 16Mb x 8) for large users during
the 30-day period from Feb. 15-March 16, 2001, were US$5.20 in North America, US$4.63
in Europe, and US$5.07 in Asia, the survey said.

Compared with DRAM prices for the 30-day period ending March 9, the prices declined
3.06 percent in North America, dropped 8.56 percent in Europe, and dipped 4.91 percent
in Asia, the survey said.

Moreover, compared with the previous week, memory module prices for 128MB DIMM
(PC133) dropped 3.3 percent to US$31.43 in North America, fell 2.85 percent to US$33.43
in Europe, and declined 3.15 percent to US$32.23 in Asia.

Inventory adjustments of PCs continue although makers have different adjustment
plans, but uncertainties are hanging over future PC shipments, the survey said.

DRAM demand has moved upward compared with January when even lower prices
failed to boost demand, but the upward trend has failed to push up prices, the survey
said.
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