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Technology Stocks : Alliance Semiconductor

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Jul 10 5:00 PM EST

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To: NBS who wrote (4200)	11/4/1998 3:11:00 PM
From: DJBEINO	Read Replies (2) of 9582

The price hikes experienced in 16 MEG DRAM have come as a result of a marked increase in demand for 4MX4 FPM and EDO product. As this configuration became very costly in relation to other 16 MEG devices, OEMs looked to 1MX16 and 2MX8 configurations as an alternative for module builds. Thus, price levels of these alternatives have been going higher over the past couple of weeks. " according to AICE ====== Tuesday November 03, 1998 Price increases on 16 MEG DRAM are spilling over to other select configurations today. 2MX8 SYNCH and 4MX4 EDO are trading at higher levels as demand is still strong and availabilities remain weak. Pentium II 350 is in demand by OEMs and pricing has appreciated as a result. = ======= Monday November 02, 1998 Pricing on select 16 MEG DRAM (1MX16 SYNCH, 4MX4FPM) continues to rise as demand remains strong and availabilities are limited. Requirements on 64 MEG DRAM and high capacity Original Memory Modules have also increased in the open market.

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