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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (38440)	10/18/2000 12:44:59 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

[World DRAM Price] Price Plunges for Large-Volume Users in Asia October 18, 2000 (TOKYO) -- According to Nikkei Market Access, the prices for 128Mb DRAMs (PC133, 16M x 8) for large-volume users dropped by 1.52 percent in the Asian market. 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 until Sept. 29, 2000 (between Aug. 31 and Sept. 29) registered US$15.82 in North America, US$16.70 in Europe and US$16.15 in Asia. Compared to the previous week (30-day rolling average up to Sept. 22), they remained the same in North America and Europe, but fell by 1.52 percent in Asia. It is unusual for the prices for large-volume users to fall at this time of the year. It is uncertain to what extent PC manufacturers' inventory adjustments had been completed in September, and DRAM manufacturers are mostly pessimistic about the short-term prospect. On the other hand, there is another scenario that in the long term, if PC capacity shifts to 128Mb due to the fall of the DRAM prices, the demand for DRAMs will rapidly increase in 2001, which will be desirable for manufacturers. As for prices of memory modules, the spot prices for 128MB DIMM (PC133) fell by 3.27 percent to US$115.14 in North America, 5.28 percent to US$111.88 in Europe, and 6.87 percent to US$107.53 in Asia. Table: 30-Day Rolling Averages of 128Mb DRAMs (PC133, 16M x 8) Aug. 31-Sept. 29, 2000 (survey by ICIS-LOR)Area Contract price Week-on-week comparison North America US$15.82 0.00% Europe US$16.70 0.00% Asia US$16.15 -1.52% *Week-on-week comparison is the comparison with the 30-day rolling averages of Aug. 24-Sept. 22, 2000. Previous report: PC Makers' Inventory Adjustments Lead to DRAM Spot Price Plunge (Nikkei Market Access)