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Technology Stocks : Micron Only Forum

MU 201.37

-10.9%

Nov 20 3:59 PM EST

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To: phbolton who wrote (44357)	3/25/1999 4:58:00 PM
From: DJBEINO	Read Replies (1) of 53903

"Weaker demand coupled with abundant supply has caused some 64 MEG PC-66 product (8MX8) to break the $8.00 barrier. The more popular 64 MEG devices continue to be PC-100. Trading activity has increased with Intel Processors as many OEM's are participating in excess opportunities."according to AICE Wednesday March 24, 1999 Activity remains strong on 1MX16 DRAM in the FPM and SYNCH PC-100 modes. Direct factory support remains weak, as lead times grow longer. Prices go lower on select 64 MEG product as supply outpaces demand. 8MX8 SYNCH 4 BANKS 3V PC-100, 16MX4 EDO in both the SOJ and TSOP package and 16MX4 SYNCH 4 BANKS 3V PC-100 are trading at lower levels today. Intel CPU trading is stable. Tuesday March 23, 1999 Intel Pentium III CPU sales in the Pacific Rim White Box market have noticeably picked up over the last few days. With regards to DRAM trading, current trends continue. Monday March 22, 1999 1MX16 DRAM continues to be the hot product in the open market. OEM's are actively pursuing availabilities and are willing to pay a premium. The rest of the DRAM market is mostly stable as product is in decent supply and prices are holding firm. Intel CPU trading is stable, but pricing remains weak.

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