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Politics : Formerly About Applied Materials

AMAT 260.77

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Dec 24 12:59 PM EST

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To: davesd who wrote (13237)	12/13/1997 7:45:00 PM
From: davesd	Read Replies (2) of 70976

Another DRAM perspective... A service of Semiconductor Business News, CMP Media Inc. Story posted at 2:30 p.m. EST/11:30 a.m. PST, 12/12/97 Dataquest says 16-meg DRAMs now selling for two bucks By Jack Robertson Washington -- Dataquest Inc. this week reported that 16-megabit DRAM prices crashed as low as $2.10 each on the U.S. spot market. "We couldn't believe our eyes!" said analysts at the market research firm. Dataquest said prices of 1X16-Mbit DRAMs had plunged 26% to 29% in two weeks, which it called "a fantastic drop" coming on top of a 30 percent price fall in the preceding month. EDO and fast page mode 16-Meg chips last week were selling below the levels of 4-Mbit only nine months ago, according to the American IC Exchange, Aliso Viejo, Calif. AICE said 4X4-Mbit 5-volt fast-page 16-Mbit chips were selling at $2.71 and 1X16-Mbit 5-V EDO had fallen to $2.78. Prices on 64-Mbit parts, which profit-short memory makers had hoped would rescue them from the market bloodletting, also continued a freefall. The 4X16-Mbit 3-V EDO and 16X4-Mbit 3-V EDO both sank as low as $14.69. Other 64-Mbit versions were selling in the $19 rank. Analysts believed most DRAM firms are losing a lot of money at these price levels, and ponder how long the companies can continue to sustain the red ink. The glutted global DRAM market isn't expected to ease up any time soon, casting doubts on earlier predictions that DRAM prices might rebound in 1998. The continued DRAM price crash also holds down the revenue market projections for the enitre semiconductor market, since the memory chips account for such a large portion of industry shipments. dave

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