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To: gnuman who wrote (45422)	6/21/2000 4:55:00 PM
From: blake_paterson	Read Replies (1) \| Respond to of 93625

Chicken soup for the soul: [World DRAM Price] DRAM Prices Remain High Due to Short Supply nikkeibp.asiabiztech.com June 21, 2000 (TOKYO) -- The prices for 128Mb DRAM microchips have risen in Asia and Europe. The prices have been kept high because supplies are slow to become ample. A worldwide DRAM price survey conducted by ICIS-LOR, based in London, Houston and Singapore, showed that the 30-day rolling average prices of 128Mb DRAMs (PC133, 16M x 8) for large-volume users between May 4 and June 2, 2000 registered US$13.90 in North America, US$12.95 in Europe and US$11.32 in Asia. Compared with the previous week (30-day rolling average up to May 26), the prices fell by 3.47 percent in North America, increased by 0.71 percent in Europe and rose by 0.50 percent in Asia. As for prices of memory modules, the spot price for 128MB dual inline memory modules (DIMMs, PC133) declined 1.58 percent from the previous week to US$106.52 in North America, increased 0.35 percent to US$104.57 in Europe and increased 0.50 percent to US$98.14 in Asia. Some users are accelerating placement of orders to secure the DRAMs for fear of a sustained short supply. The timing for procuring DRAMs has so far been an important factor due to fluctuations in prices, but to secure a supplier is users' primary concern now. A sentiment of under supply is causing contract users to rush to order, resulting in greater demand. Table: 30-Day Rolling Averages of 128Mb DRAMs (PC133, 16M x 8) May 4-June 2, 2000 (survey by ICIS-LOR) Area Contract price Week-on-week comparison North America US$13.90 -3.47% Europe US$12.95 +0.71% Asia US$11.32 +0.50% *Week-on-week comparison is the comparison with the 30-day rolling averages of April 27-May 26, 2000.

To: gnuman who wrote (45422)	6/21/2000 4:56:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 93625

Gene, <What the heck does that mean? Soldering chips in place gives an unfair advantage?> What Jim meant was that there is still a lot of work that needs to be done between the prototype stage and a production release. For example, Intel already demonstrated a prototype Itanium system last August, even though the actual release hasn't happened yet. As for AMD's DDR platform prototype, good for them. For their sake, I certainly hope they have a working prototype by this time if they want to release it in Q4. Tenchusatsu