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To: Chas who wrote (51533)6/28/2000 12:10:00 AM
From: Chas  Respond to of 53903
 
AICE Commentary-DRAM
Tuesday June 27, 2000
After escalating prices and high volume trading yesterday, 64 meg sync DRAM has stabilized for the moment. The upward price trend is expected to continue as supply is constrained.
Prices posted by AICE; Today Hi Low change today
128M (8Mx16) SDRAM PC100 $16.85 $17.86 increase of
$ 0.30 or 1.75% 06-27-2000 16:06:05
128M (16MX8) SDRAM PC1333 $16.73 $17.73 stable
06-27-2000 16:07:04
128M (16Mx8) SDRAM PC100 $17.32 $18.36 increase of
$ 0.69 or4.02% 06-27-2000 16:06:12
128M (32MX4) SDRAM PC100 $16.32 $17.30 stable 06-27-2000 16:06:53
64M (8MX8) SDRAM PC133 $8.65 $9.17 increase of
$ 0.15 or 1.76% 06-27-2000 16:06:59
64M (8Mx8) SDRAM PC100 $8.62 $9.14 stable

HAL3 says MU good for 5 points near term.
Whittington based next qtr on an average of $7.50.
At the present rate of increase, I think he is very conservative so the estimated EPS should be greater than his estimated $1.00. This should bode well for MU stock price.

Good trading.