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Politics : Formerly About Applied Materials
AMAT 256.41+1.1%Dec 19 9:30 AM EST

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To: Tony Viola who wrote (39046)11/1/2000 4:04:30 PM
From: Proud_Infidel  Read Replies (1) of 70976
 
[World DRAM Price] DRAM Prices for Large-Volume Users Decline in North America
November 1, 2000 (TOKYO) -- The prices of 128Mb DRAM microchips (PC133, 16M x 8) for large-volume users in the U.S. market dropped for the first time in three-and-one-half months.



The spot prices have been declining since two-and-one-half months ago, and now, the prices for large-volume users have declined as well.

The prices for large-volume users in Asia fell for the third consecutive week. The prices in Europe alone continue to remain level. Because of low value of the Euro, the prices of PCs increased, and demand for DRAM chips has begun to cool down. However, it is only a matter of time before contract prices begin to decline there as well.

According to the world DRAM survey of ICIS-LOR, which has bases in London, Houston, and Singapore, the 30-day rolling average price of 128Mb DRAMs in the 30-day period up to Oct. 13, 2000 (Sept. 14 - Oct. 13, 2000) was US$15.65 in North America, US$16.70 in Europe, and US$15.78 in Asia. When compared with the previous week (the 30-day moving average up to Oct. 6, 2000), it decreased 1.05 percent in North America, registered no change in Europe, and decreased by 1.33 percent in Asia.

As for the prices of memory modules, the North American spot prices for 128MB DIMMs (PC133) declined 5.97 percent to US$101.08 from the previous week, declined by 4.55 percent to US$101.50 in Europe, and declined by 7.84 percent to US$94.81 in Asia.

Table: 30-Day Rolling Averages of 128Mb DRAMs (PC133, 16M x 8) Sept. 14-Oct. 13, 2000 (survey by ICIS-LOR)Area Contract price Week-on-week comparison
North America US$15.65 -1.05%
Europe US$16.70 0.00%
Asia US$15.78 -1.33%
*Week-on-week comparison is the comparison with the 30-day rolling averages of Sep. 7-Oct. 6, 2000.

Previous report: Contract Prices Continue Falling in Asian Market

(Nikkei Market Access)
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