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To: Fabeyes who wrote (48292)	9/15/1999 9:19:00 AM
From: DJBEINO	Read Replies (2) \| Respond to of 53903

[World DRAM Price] Shortage of DRAMs May Affect PC Shipments September 15, 1999 (TOKYO) -- The 30-day rolling average price of 64Mb DRAMs (PC100, 8M x 8) for large memory users during the period from July 29 to Aug. 28, 1999 was US$5.74 in North America, US$5.78 in Europe and US$5.90 in Asia. Compared with that in the previous week (for 30 days from July 21 to August 20), the rolling average in North America is -1.64 percent, in Europe 4.10 percent and in Asia 0.00 percent. As for the spot price of memory modules, 64MB dual in-line memory modules (DIMMs, PC100) rose 8.13 percent to US$54.24 in North America, 7.74 percent to US$55.34 in Europe and 5.80 percent to US$54.75 in Asia. ICIS-LOR conducted a price survey at its London, Houston and Singapore bases. The rolling average of the 64Mb DRAM (PC100) for long-term users in North America continues to decline. Although the spot price in the market has turned upwards, the price for large memory users remains the same. The DRAM prices will affect shipments of PCs in the coming months. shipments are not likely to grow considerably because of a lack of parts. There are reportedly short of supplies of LCD panels, Intel Corp.'s BX chipsets and secondary cache SRAM. Further, there have already been shortages of ICs for CD-ROM and flash memories for BIOS in some countries due to the recent power outage in Taiwan. This situation is expected to be improved by makers' endeavors well before the year-end sales campaign, but for the time being PC parts will be in strong demand. nikkeibp.asiabiztech.com

To: Fabeyes who wrote (48292)	9/15/1999 9:28:00 AM
From: John Graybill	Read Replies (2) \| Respond to of 53903

Nah, nothing to do with reality. The "MUEI to be sold" rumor is one of Their favorites, to be floated twice a year or so a couple of days before an option expiration. I wrote last week that we should be on the lookout for some kind of MUEI internet deal / MU new product announcement by Tue/Wed. Just one of the option-week pranks They play. Doubly so this time because it's earnings time. ------------ Looks like They like whatever Important Government Statistic came out this morning; S&P futures are +12. If it sticks and the broad markets go straight up at the open and don't retrace, don't even think about selling or shorting today. There's usually a fake drop about 1 pm, but then it's a relentless rise into the close.