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Technology Stocks : Alliance Semiconductor

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Jul 10 5:00 PM EST

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To: patrick tang who wrote (4803)	4/8/1999 6:47:00 PM
From: DJBEINO	Read Replies (1) of 9582

"The cutbacks in 16 MEG production by DRAM manufacturers is causing OEM's to rely on the open market to supply product for on-going production. The independent distribution channel is flush with requirements covering a wide range of configurations. The 64 MEG DRAM market is stable with a price increase on 8MX8 SYNCH 4 BANKS 3V PC-100 TSOP to note."According to AICE Wednesday April 07, 1999 Price levels on Pentium II 350 MHz and faster and Pentium III products are weaker as demand is flat. Two things are determining pricing at this point: Some OEM's have taken deliveries with the new price schedule while others, who will not get the new price until the official April 11 date, are holding off purchases. Celeron product is not expected to participate in this restructuring. The DRAM market trends remain intact in today's trading. Tuesday April 06, 1999 64 MEG DRAM supply is putting downward pressure on price levels, especially in the 8MX8 configuration. Conversely, lack of supply is pushing price levels up on the 1MX16 DRAM in all modes. The Intel CPU market is stable, however, there is talk that Intel may pull-in a scheduled price restructuring. Monday April 05, 1999 Due to the holidays, trading is generally light. An item to note in the DRAM market is the continued softening of 64 MEG SYNCH mode PC-100 product pricing in the 4MX16 and 8MX8 configurations. Consequently, prices are lower on 8MX64 and 16MX64 SYNCH PC-100 modules. Intel CPU trading is stable.

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