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To: Land_Lubber who wrote (51664)	8/2/2000 1:14:28 AM
From: DJBEINO	Respond to of 53903

[World DRAM Price] Prices of 128Mb DRAMs Continue to Rise August 2, 2000 (TOKYO) -- The prices of dynamic random access memory (DRAM) microchips are continuing to rise across the globe. According to a worldwide DRAM price survey conducted by ICIS-LOR, the 30-day rolling average prices of 128Mb DRAM microchips (PC133, 16M x 8) for large-volume users for the period ending July 14 (June 15 to July 14, 2000) were US$14.31 in North America, US$14.23 in Europe, and US$12.77 in Asia. ICIS-LOR based in London, Houston and Singapore. Compared to the previous week (the 30-day rolling average ending on July 7), the prices rose 2.00 percent in North America, 2.18 percent in Europe, and 3.36 percent in Asia. As for the spot prices for 128MB DIMM (PC133) memory modules, the prices rose 1.07 percent from the previous week to US$134.79 in North America, while they increased 1.81 percent to US$132.98 in Europe, and increased 2.82 percent to US$128.84 in Asia. The daily prices of 128Mb DRAM microchips for contract users have risen to the US$15 range. Because the prices of 256Mb devices have declined, the unit prices per bit, including 64Mb products, are likely to move in the same range until the end of the year. nikkeibp.asiabiztech.com

To: Land_Lubber who wrote (51664)	8/2/2000 1:18:45 AM
From: DJBEINO	Respond to of 53903

DRAM Contract Price to Challenge US$9 in Q4 August 2, 2000 (TAIPEI) -- The short supply of 64M dynamic random access memory chips in the fourth quarter seems to have worsened. This is counter to foreign investor companies' forecasts regarding the outlook of the semiconductor industry. Mosel Vitelic Inc. said that the predicted shortage of 64Mb DRAM supply had been long agitating consumer fears that production might not go on schedule due to the DRAM shortfall in the fourth quarter. It added that its customers, particularly system and peripherals manufacturers, are required to pre-order their DRAM supply for the period from September to November, with the contracted price adjusted weekly. The contracted price of 64M DRAMs for the period has been boosted to more than US$9 per piece. Dampened by seasonal factors, the spot price of 64M DRAM reversed, and fell slightly recently. But Taiwan's DRAM manufacturers are confident that the vendors will win back the dominance in the DRAM trade in the fourth quarter, as the DRAM shortage is not a secret any more. Mosel has scaled up its DRAM contracted price for July to more than US$7 per unit, US$1 higher than the contracted price set in June. Some of its customers even have to take the high contracted price of nearly US$8.5 per unit, which surpasses the DRAM's spot price. The demand for DRAMs has emboldened Mosel when it upwardly revises the contracted price. According to a Mosel spokesman, it's supposed to adjust the contract price every week, instead of twice per month, with the aim of reflecting the real fluctuation of DRAM pricing. "Local manufacturers believe that DRAM starvation will happen between September and November, resulting in a snap-up in the DRAM market and carelessness in the contracted prices for August," Mosel said. In addition, Mosel's rivals, including Promos Technologies Inc., have had difficulty upgrading their manufacturing process on schedule. That is expected to further endanger the DRAM supply, and it also has contributed to the craze to re-order DRAMs. (Commercial Times, Taiwan) nikkeibp.asiabiztech.com

To: Land_Lubber who wrote (51664)	8/2/2000 9:25:40 AM
From: DJBEINO	Respond to of 53903

Micron Technology Reiterated 'Top Pick' at ABN Amro 8/2/00 5:30:00 AM Source: Bloomberg News Princeton, New Jersey, Aug. 2 (Bloomberg Data) -- Micron Technology Inc. (MU US) was reiterated ''top pick'' by analyst David Wu at ABN Amro. The 12-month target price is $120.00 per share