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To: Thomas G. Busillo who wrote (47774)8/23/1999 10:14:00 PM
From: Chas  Respond to of 53903
 
AICE Commentary 8-23
8MX8 PC 100 SYNCH DRAM price continues to climb in todays'
trading. Subsequently, 4MX16 and 16MX4 SYNCH PC 100
configurations prices are being pushed higher as they are a less
expensive and typically more available alternative to the 8MX8's.
Modules using SYNCH PC 100 technology reflect the higher chip
costs.
--------------------
AICE Price Posted today 8-23:
8MX8 SYNCH 4 BANKS 3V PC-100 TSOP=$8.01 range 7.85 - 8.49
MU bears look out!
Eventually when DRAM rises to some level in the market
the bears are going to have to rethink their strategy on MU.
Dell may not see any more component reductions like the previous quarter, it was big in May-July on DRAM.
Good trading.