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Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: Bilow who wrote (51776)	9/13/2000 1:55:24 AM
From: DJBEINO	Respond to of 53903

[World DRAM Price] DRAM Prices Rise for Volume Users in Asia September 13, 2000 (TOKYO) -- DRAM chip prices for volume users are rising in Europe and Asia. According to a survey of worldwide DRAM prices conducted by ICIS-LOR, the 30-day (July 27 to Aug. 25) rolling average prices of 128Mb DRAMs (PC133, 16M x 8) for large-volume users remained unchanged in North America at US$15.82, while they rose 0.74 percent to US$16.16 in Europe and increased 4.17 percent to US$15.49 in Asia, compared to the previous week. Korean DRAM chip manufacturers are moving to post-DRAM chips, therefore, the rising trend hasn't urged them to go back to DRAMs, and not stopped them from producing flash memory or SRAMs either. On the other hand, the spot prices are continuing to go down. PC manufacturers seem to adjust their purchases of memory devices depending on prices. The recent declining trend in the spot prices, however, does not seem as bad as the oversupply as was seen in the end of February to the beginning of March, which recorded the most significant drop at more than 8 percent. As for memory modules, the spot prices for 128MB DIMMs (PC133) declined by 1.43 percent from the previous week to US$129.84 in North America, while they fell 1.36 percent to US$130.00 in Europe and declined 1.84 percent to US$130.11 in Asia. nikkeibp.asiabiztech.com

To: Bilow who wrote (51776)	9/14/2000 2:16:37 PM
From: mishedlo	Read Replies (1) \| Respond to of 53903

Carl - I would not short MU at these prices either. You are right in that they are still overpriced however. Also I wonder what will happen when TXN starts unloading their shares. You probably are aware that they filed to sell. That can not be good news for MU either. Egos - yes, you said it. For a lousy 2% royalty, MU has lost BILLIONS of $$$$. While Samsung humms along reping big profits on RDRAM, MU can not even get it to work without some exceptions. INTC did not get out of MU what it had expected, that is why INTC sold. INTC should never have bailed out MU in the first place. What is so stupid is that with INTC's investment they could have been first on the bandwagon working with Intel & RMBS and been at the forefront. Someone posted that I do not know what makes MU tick. Well, perhaps so, since it sure is neither logic nor good business sense. MU could have been INTC's and RMBS's best friend at the forefront of memory advances, instead they will sign last, at the worst rate, or worse yet lose in court and head for the toilet at $15/ share.