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To: Bilow who wrote (79695)	11/10/2001 5:22:45 AM
From: Steve Lee	Read Replies (2) \| Respond to of 93625

"SDRAM bounces off bottom" SDRAM has bounced in the last few days, but what makes you state it has bounced from the bottom? With Samsung moving to 300 mm wafers and using smaller geometries, along with no likely pickup in demand, I doubt we have seen the bottom. Still holding my MU puts. I attribute the bounce to an expectation of XP launch driving demand. I expect that to be a temporary phenomena.

To: Bilow who wrote (79695)	11/12/2001 4:07:44 PM
From: Bilow	Read Replies (1) \| Respond to of 93625

Hi all; Update on spot pricing of DDR... SDRAM prices zoom. DDR premium reaches new low. PC133 DDR266 Premium Nov 1, 2000 $8.52 $31.80 273% Dec 1, 2000 $6.68 $28.00 319% Jan 1, 2001 $5.76 $17.00 195% Feb 1, 2001 $5.22 $14.80 184% Mar 1, 2001 $4.10 $12.35 201% Apr 1, 2001 $4.89 $10.41 113% May 1, 2001 $3.94 $ 6.62 68% Jun 1, 2001 $2.56 $ 4.50 76% Jul 1, 2001 $1.94 $ 2.68 38% Aug 1, 2001 $1.59 $ 2.15 35% Sep 1, 2001 $1.41 $ 1.94 38% Oct 1, 2001 $1.24 $ 1.93 56% Nov 1, 2001 $ .96 $ 1.50 56% Oct 1, 2001 $1.24 $ 1.93 56% Oct 5, 2001 $1.20 $ 1.86 55% Oct 12, 2001 $1.16 $ 1.80 55% Oct 19, 2001 $1.04 $ 1.65 59% Oct 26, 2001 $ .99 $ 1.54 56% Nov 2, 2001 $ .95 $ 1.50 58% Nov 9, 2001 $1.21 $ 1.68 39% Nov 11, 2001 $1.50 $ 1.90 27% Link for all prices: dramexchange.com -- Carl