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To: Land_Lubber who wrote (47321)	7/28/1999 7:29:00 AM
From: DJBEINO	Read Replies (1) \| Respond to of 53903

[World DRAM Price] DRAM Spot Price Holds Upward Trend July 28, 1999 (TOKYO) -- The upward trend in price that started on July 1 is holding in the daily 64Mb DRAM (PC100, 8M x 8) spot market. In the United States, the price increased to as high as US$6.00. The rolling average for large users for 30 days continues to show a downward trend, but price fluctuations on a daily basis are becoming minor. DRAM manufacturers in Taiwan have started negotiations for raising prices. This is not because of a product shortage, but mainly because of the deteriorating profitability seen by DRAM manufacturers. The rolling average of 64Mb DRAMs (PC100, 8M x 8) for large users for the 30 days between June 10 and July 9, 1999 was US$6.45 in North America, US$6.50 in Europe and US$5.65 in Asia. ICIS-LOR, a research firm with its business bases in London, Houston and Singapore, conducted the worldwide DRAM price survey. When compared with the rolling average last week (30 days up to July 2), the price decreased 1.15 percent in North America, remained unchanged in Europe and decreased 2.89 percent in Asia. The spot price of memory modules of 64Mb DIMM (PC100) decreased 4.07 percent from last week to US$34.82 in North America. Likewise, it decreased 3.86 percent to US$37.95 in Europe, and it decreased 3.11 percent to US$36.84 in Asia. Table: 30-Day Rolling Averages of 64Mb DRAMs (PC100, 8M x 8) June 10 - July 9, 1999 (survey by ICIS-LOR)Area Contract price Week-on-week comparison North America US$6.45 -1.15% Europe US$6.50 -0.00% Asia US$5.65 -2.89% *Week-on-week comparison is the comparison with the 30-day rolling averages of June 3 - July 2, 1999. nikkeibp.asiabiztech.com <Visit News Center for more Asian news.>

To: Land_Lubber who wrote (47321)	7/28/1999 4:20:00 PM
From: John Graybill	Read Replies (2) \| Respond to of 53903

I like the extra time that the Octobers will give me. Maybe 50's now instead of 45's. Remember, you can sell Aug and Sep and October's against the original October puts you buy. Plus, I think the reality of the inventory situation will have to be recognized one way or another by the end of the quarter/FY, which will be reflected in the October options. But I've changed my buy time from Thu/Fri to next Mon/Tue. I'm looking forward to a lot of "What A Great Week For Tech Stocks!" articles over the weekend to keep things jumping on Monday.