SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: SJS who wrote (32493)9/15/1999 8:12:00 PM
From: Proud_Infidel  Respond to of 70976
 
[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: SJS who wrote (32493)9/16/1999 1:35:00 AM
From: Robert O  Read Replies (2) | Respond to of 70976
 
Given scope of recent gains, looks like investors have already been assuming as much.

Quite right. If you really want to see built in news it's MU. Seems like an obvious short term short since little remaining upside left to 'digest' into price.

Gulp, hope US tech herd doesn't bolt too crazily in sympathy <nerv. g>:
Nikkei posts biggest tumble of year
Strong yen sends Tokyo gauge down 590 pts, or 3.3%

RO