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To: TREND1 who wrote (49095)	10/7/1999 10:01:00 PM
From: phbolton	Read Replies (1) \| Respond to of 53903

I haven't been watching MU very closely lately but was surprised they couldn't make money even with the amazing rise in ASPs. I'm staying in hibernation until there are clear signs that DRAM is starting to drop and from here it could drop real far, real fast. Hope MU stays up until then.

To: TREND1 who wrote (49095)	10/8/1999 9:10:00 AM
From: DJBEINO	Respond to of 53903

64M DRAM price falls sharply The international price of 64M DRAM (dynamic random access memory) chips fell sharply Thursday. According to industry sources, 8Mx8 PC-100 chip, the market mainstay, was traded at between $16.99 and $18.38, a $2 decrease from the previous day's $18.99-20.54. The price of 16MX4 PC-100 chip also dropped to $17.64-19.08 from $19.01-20.56 while 16M DRAM and 128M DRAM chips showed little change. It is the first time that the price of 64M DRAM chip declined below $20 since the earthquake in Taiwan in late September. Industry watchers attributed the fall to the market reaction to the excessive hike in DRAM prices of late. The gap between the spot market quotation and prices of chips supplied under long-term contracts was also said to have acted toward lowering the price. While the 64M DRAM chip was quoted in the international spot market at around $20 after the production disruption in Taiwan, their long-term supply prices remained between $9 and $13 a piece. Major Korean chipmakers supply 70-85 percent of their semiconductors to foreign customers under long-term contracts. (HJJ) Updated: 10/09/1999