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Technology Stocks : Alliance Semiconductor -- Ignore unavailable to you. Want to Upgrade?

To: DJBEINO who wrote (7724)	6/13/2000 9:32:00 AM
From: DJBEINO	Respond to of 9582

dlj says delays of two to three days this chip delivery to mod dual assemblers making the supply of d-ram products in the market tighter. Believe the prices will continue going higher. Dan niles thinks that d-ram prices in the $9 range very soon tveyes.com

To: DJBEINO who wrote (7724)	6/13/2000 9:49:00 AM
From: DJBEINO	Read Replies (1) \| Respond to of 9582

Top-Tier OEMs Forecasts At Core of DRAM Shortage? ALISO VIEJO, Calif.--(BUSINESS WIRE)--June 13, 2000--Even with the migration to 128 Mbyte DRAM, demand for 64 Mbyte DRAM continues strong with prices nearing $7. American IC Exchange, the global market maker for commodity products, reports greater than normal requests from top-tier OEMs for 64 Mbyte DRAM. Paul Meyers, commodity manager at AICE stated, ``The move to 128 Mbyte DRAM has been widely touted; still it appears that OEM forecasts for 64 Mbyte DRAM were underestimated. Also, we're unsure of an actual shortage of the end-of-life product since historically we have experienced shortages that were manufacturer induced.'' biz.yahoo.com