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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: saukriver who wrote (37027)	12/25/2000 6:27:41 PM
From: Seldom_Blue	Respond to of 54805

Current price is about 40% below the pre-quake level. When I said about the 50% drop, I was referring to the projections made by various sources in the spring. The price right now is about 50% off those levels. Memory prices pretty much returned to pre-quake level in the early spring. It is in the last two months that we have seen accelerated downward movement in memory price. Of course there may be subtle differences between wholesale chip prices (what RMBS levies royalty on) and the street DRAM prices (finished product). Another words, 50% down for the street DRAM price does not necessarily equal to 50% drop in wholesale chip price. The drop maybe more than 50% for the chips. But I do not know the exact percentage. Basically, I think the cause is the slowing in PC sales. If the current situation continues, it will signal the market had overestimated the need for memory products. Seldom Blue