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

To: John Graybill who wrote (48681)	9/26/1999 12:14:00 AM
From: Bharat H. Barai	Read Replies (3) \| Respond to of 53903

Who has the inventory in DRAM to clear? Why do you think spot price is at 20? Hold knee jerk reaction to past. If you short Micron now, hope you will not have to repent. No doubt things would be volatile but you could win or lose quite a bit. Be careful ! Demand for DRAM is continuing to go up as more and more PCs are used and more and more memory is needed. With windows 2000, the regular PCs may need 128 MB as optimal and 256 MG as desirable. No new fabs have come on line. The only capacity addition is thru modernization to 0.20 and 0.18 process. The total demand is far outstripping the extra yield from fab modernization.

To: John Graybill who wrote (48681)	9/26/1999 4:46:00 AM
From: DJBEINO	Read Replies (1) \| Respond to of 53903

64M DRAM price rises above $20 following quake in Taiwan The price of 64M DRAM (dynamic random access memory) chips surged above $20 Friday following the earthquake in Taiwan which hit the island's semiconductor production last week. According to industry sources, the 8M x 8 PC-100 chip, the current mainstay, was being traded between $19.65 and $21.25 on the U.S. spot market, up some $6 from $15.58 before the quake. The chip was quoted at $20.14 Thursday. It is the first time for the chip to break through the $20 level in recent years. The prices of 16M DRAM and 128M DRAM skyrocketed immediately after the tremor, but showed little change Friday. Analysts expect further price hikes of DRAM chips, as it is likely to take time for Taiwan to recover from the earthquake damage. Taiwanese firms account for up to 12 percent of the global DRAM chip supply. Updated: 09/27/1999