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To: blake_paterson who wrote (43318)	6/2/2000 6:39:00 PM
From: blake_paterson	Respond to of 93625

More on production shortages. Our biggest obstacle to gorilla-hood, IMO. Chip Price Report: Cap Shortage Threatens Some Products semiconductoronline.com{66EE9922-372B-11D4-8C3D-009027DE0829}&Bucket=HomeLatestHeadlines DRAM Market Update Holden expects memory prices to go up as a result of the Intel CPU price drop. In fact, many brokers are already reported inflated prices on memory: 8x8 SDRAMs have risen to seven dollars this week, up from $6.45 last week. They report increased pricing for 64 megabit and 128 megabit pieces as well. Holden shares the recent concern that large memory shortages will impact the industry in the near future. Observers expect memory shortages in the second half of this year, particularly with 128 megabit chips. SRAM Market Update Demand for new Samsung SRAM part numbers is starting to heat up in the open market this week, according to NECX product line manager Paul Zecher. As older part numbers start to disappear, OEMs are left with little choice but to work in the new numbers. Although the configurations have remained the same, acceptance of the new part numbers has been limited. Open market prices should rise in the coming weeks as acceptance for the new callouts grows.