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To: phbolton who wrote (46932)	7/4/1999 6:45:00 PM
From: shrinks	Read Replies (1) \| Respond to of 53903

Here is an article from the latest Semicon News, this confirms the prices for 128M modules in pricewatch.com are tracking well with real world pricing. 64-Mbit DRAM prices said to hit all-time low A service of Semiconductor Business News, CMP Media Inc. Story posted 11 a.m. EST/8 a.m., PST, 7/2/99 By David Lammers AUSTIN, Tex. ( ChipWire/EET) -- The spot price for a 64-Mbit PC-100 DRAM dropped below $4 this week -- a historic low for the 64-Mbit density, according to several sources. Don McCord, marketing vice president at module manufacturer Tanisys Technology Inc. in Austin said some large system manufacturers, which he declined to identify, bought large volumes of 64-Mbit PC-100 memory at sub-$4 prices just yesterday and Wednesday. DRAM prices have been in sharp decline since May, when 64-Mbit prices were in the $6 range.Six months ago, DRAM vendors regained profitability when prices approached the $10 range, but manufacturers' hopes for a good 1999 have evaporated. Infineon Technologies AG and several Taiwan-based DRAM manufacturers have been the low-price leaders in recent months,he said. David Jumani, president of Team Memory Inc. in Irvine, Calif., said 128-megabyte DRAM modules are now selling for about $70. Infineon Technologies AG (formerly Siemens Semicinductors) sold a large quantity of 64-Mbit DRAM to one module maker at $4.05 apiece this past week, Jumani said. The only bright spot in the picture is that many corporate buyers are loading up PCs with more memory, partially in anticipation of Microsoft Corp.'s release of its Windows 2000 product.