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To: Don Green who wrote (35271)	11/27/1999 12:27:00 AM
From: Don Green	Read Replies (1) \| Respond to of 93625

NEC, Hitachi to Form Venture for Developing Next-Generation DRAMs November 26, 1999 (TOKYO) -- NEC Corp. and Hitachi Ltd. will integrate their DRAM development business, Nikkei Microdevices learned from several sources related to NEC and Hitachi before the year ends. The equally-owned joint venture, to be set up by the two firms at the end of this year to develop and design the next-generation DRAMs, will be called NEC Hitachi Memory. An NEC official will be appointed president of the new company, and a Hitachi official will serve as vice president. The joint venture will become operational in April 2000. Hitachi's team in charge of developing and designing DRAMs will move to NEC's plant in Sagamihara, Kanagawa prefecture to conduct work with NEC's team. The test production line for the manufacturing of the next-generation DRAMs will be built at the Sagamihara facility. Both companies' DRAM marketing sections will be integrated by the end of 2000. Hitachi and NEC are discussing a plan to jointly manufacture the new DRAMs. However, they have yet to decide on the time to begin their joint production. (Nikkei Microdevices)

To: Don Green who wrote (35271)	11/27/1999 12:28:00 AM
From: Don Green	Respond to of 93625

[World DRAM Price] Spot Price Declines Three Weeks in a Row November 24, 1999 (TOKYO) -- The 30-day rolling average price of 64Mb DRAMs on the spot market declined for the third straight week. Prices for large users, however, have remained on an upward trend since September, resulting in a price of US$10 in the United States, Europe and Asia. Although the 30-day rolling average price on the spot market is higher than that for large users, the day-to-day spot prices are lower than those for large users. Nevertheless, the downward trend in the spot prices seems to have bottomed out since Oct. 20, 1999. According to worldwide DRAM price survey by ICIS-LOR, the 30-day rolling average of 64Mb DRAMs (PC100, 8M x 8) prices for large users between Oct. 7 and Nov. 5 was US$10.17 in North America, US$11.00 in Europe, and US$10.00 in Asia. Compared with the 30-day rolling average prices up to Oct 29, it increased 4.12 percent in North America, 3.29 percent in Europe and 2.33 percent in Asia. ICIS has bases in London, Houston and Singapore. The spot price for 64MB dual inline memory modules (DIMMs, PC100) decreased 11.58 percent from the previous week to US$90.07 in North America. It was down 12.15 percent to US$95.64 in Europe, and down 11.01 percent to US$94.07 in Asia. Table: 30-Day Rolling Averages of 64Mb DRAMs (PC100, 8M x 8) Oct. 7-Nov. 5, 1999 (survey by ICIS-LOR)Area Contract price Week-on-week comparison North America US$10.17 +4.12% Europe US$11.00 +3.29% Asia US$10.00 +2.33% *Week-on-week comparison is the comparison with the 30-day rolling averages of Sept. 30-Oct. 29, 1999.