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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Scot who wrote (94540)	2/22/2000 10:06:00 AM
From: Scot	Respond to of 1574096

Thread, Article on Dram prices and anticipated demand, check out the bolded section! One could reasonably argue that this statement, if true, undermines the statements from EP and others regarding the current "supply limited" situation on cumines. Why? Because the intellabee argument is that Intel is supply limited in a "good way." I.e., demand has increased so significantly that they can't keep up with it. If ram prices have fallen because of reduced demand from oems due to shortages of cumines, one could reasonably infer that overall demand has not in fact increased. -Scot aceshardware.com DRAM Prices Fall (HARDWARE) Posted By Brian Neal Monday, February 21, 2000 - 9:36:45 AM According to this article, DRAM prices have been falling. DRAM producers have indicated the drop is primarily due to unexpectedly good yields (producing a glut of PC100 parts) and Intel's chip shortages. 64-Mbit SDRAMs are currently valued at around $6 this week, while they were at $9 in January. The oversupply seems to have been the result of limited enthusiasm for production of next generation DRAMs like DDR SDRAM, Rambus, and PC133. Additionally, weak Pentium III supplies seem to have reduced DRAM demand somewhat. >>"Hyundai's Martinez said he heard from analysts that Intel has been unable to secure adequate supplies of the flip-chip pin grid array (FCPGA) package that it began using last October with the Pentium III, crimping deliveries of the processor. "Strategic accounts are getting the bulk of the product, and white-box manufacturers are being penalized," he said. The Intel spokesman conceded that deliveries of the FCPGA package haven't always been steady in recent months, but said Intel has recently begun catching up with the very high demand for Pentium III devices."<< We're well aware of the current shortage of Pentium IIIs, but Intel has said they will have a 1 GHz Coppermine in the second half, so there had better be some truth to the statement above. As for DRAM prices, manufacturers expect they will rise once again thanks to Windows 2000, which is expected to need 128 MB of RAM to run optimally.