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To: TideGlider who wrote (6488)	10/25/1997 2:00:00 PM
From: Mr. Aloha	Respond to of 25960

Here's an interesting article from the MU thread... Prices of 16-megabit DRAM prices resumed their steep slide. Some say prices will continue to fall into 1998, putting OEMs in the catbird seat but leaving vendors with deepening losses. "We're all selling for below cost,"says Mohammad Iqbal, DRAM marketing manager at Mosel-Vitelic. "Even those companies claiming they have the very best cost structures are selling for below cost," he says. There's also growing pressure on newer SDRAM devices; 64-meg SDRAMs were selling this past week at a new low, says EBN's Andrew MacLellan. "It's clear that prices are falling faster than the experience curve due to overcapacity," says Advanced Forecasting's Moshe Handelsman. With the current overcapacity plus the new capacity coming on, "it seems there're plenty of rough times ahead for vendors," says IC Insights' Brian Matas. ------------------ So what are these memory makers going to do? 1) Tighten up shop and slow development? 2) Move to more profitable manufacturing methods and higher margin products? Aloha