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To: John Graybill who wrote (48535)9/22/1999 2:03:00 AM
From: DJBEINO  Respond to of 53903
 
[World DRAM Price] DRAM Prices Rise in North America to Follow Europe, Asia
September 22, 1999 (TOKYO) -- The 30-day rolling average price of 64Mb DRAMs (PC100) for large users began to rise in the North American market, following the rises in Asia and Europe.




With the beginning of the price rise in the North American market, the DRAM prices have now begun to rise in all regions. The price in the North American market had been on a decline.

According to ICIS-LOR, which surveys DRAM prices worldwide, the 30-day rolling average price of 64Mb DRAMs (8M x 8, PC100) for large users in the period up to Sept. 3, 1999 (Aug. 5-Sept. 3) was US$5.83 in North America, US$6.00 in Europe and US$6.12 in Asia.

ICIS-LOR has offices in London, Houston and Singapore.

Compared to the previous week (the 30-day period to Aug. 27), the price increased by 1.50 percent in North America, by 3.94 percent in Europe and 3.70 percent in Asia.

While the spot price has been rising, now it appears that the rise in the price for long-term users is also likely to start on a full scale.

However, the price increase in the spot market is steeper than that of the long-term contract market, and the gap between the two is becoming larger.

The spot price for 64MB dual in-line memory modules (DIMMs, PC100) rose 8.17 percent from the previous week to US$58.67 in North America, 7.89 percent in Europe to US$59.70 and 7.51 percent to US$58.86, and the momentum is likely to reach the US$60 range.

nikkeibp.asiabiztech.com



To: John Graybill who wrote (48535)9/22/1999 9:45:00 AM
From: John Graybill  Read Replies (3) | Respond to of 53903
 
MU to open 80-83, per Maria on CNBC just before the open. Joe Osha is yapping about Taiwan.

"Say, folks, NASDAQ dumping again? Let me give you a place to put that money..."

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edit @ 9:57: I dunno boys, looks like the "Taiwan pop" started getting priced in yesterday about 3:15 when Joe leaked his information. Dumping my long stuff.