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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: Naggrachi who wrote (47920)	9/1/1999 12:22:00 AM
From: Bharat H. Barai	Respond to of 53903

64 MB DRAM spot prices around $ 8.50 and expected to hit $ 9 in next few days. Talk in Taiwan about $ 12 before Christmas. There is very tight supply situation. Module makers having difficult time getting supplies. OEMs sweeping the supplies to meet their needs for Q4. Let us see what happens in next 4 months. Micron stock price seems to be moving in concert with spot price of DRAM. Skeeter, are you skittish about your Micron phobia?

To: Naggrachi who wrote (47920)	9/1/1999 1:42:00 AM
From: DJBEINO	Read Replies (2) \| Respond to of 53903

DRAM price continues to climb The price of 64M DRAM (dynamic random access memory) chips continues its climb, trading at more than $9 per unit in the spot market. This is an increase of $1 over a period of one week, as the 64M DRAM price continues to recover since it hit bottom at the end of June at $4.60. The most widely traded 8M x 8 PC-100 traded Monday on the U.S. spot market at $8.48-$9.17 per unit. The 16M x 4 synchronous DRAM used in graphics traded at $8.55-$9.24. The spot price of 64M DRAM broke the $5 barrier in mid-July and has continued its steep climb of more than $4 in just six weeks. The industry expects the price to reach more than $10 in September. The explosion in Internet usage and the boom in low-end PCs are fueling the increase in the price of DRAM. The demand for new PCs in the face of the Y2K glitch is also adding fire to the fuel as the supply fails to meet demand due to a restructuring in the memory sector. As the spot price of 64M DRAM stands at about $9 per unit, Samsung Electronics, Hyundai Electronics Industries and Hyundai MicroElectronics are expected to charge their regular clients about $10 per unit, increasing their profits by a large margin. Updated: 09/01/1999