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To: Earlie who wrote (87499)	12/28/2000 6:36:12 PM
From: Don Lloyd	Read Replies (1) of 132070

Earlie - FWIW (Farhad Tabrizi is vice president of marketing at Hyundai Electronics America in San Jose. by: Farhad Tabrizi, vice president of marketing, HEI) - simmtester.com "DRAM Market Seeks Balance In '01 11/30/00- It was presumed that DRAM supply and demand in 2000 would be balanced-achieved by an oversupply the first half of the year and a deficiency during the second half. However, the market did not live up to expectations. We witnessed a slight oversupply in the first quarter and severe shortages in the second. Prices escalated in the second quarter and continued an upward trend through August. The catalyst for these market conditions was the belief among DRAM buyers that a shortage was imminent. This prompted buying of DRAMs at relatively low prices-between $5 and $6...." [much more follows in text] Regards, Don

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