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To: Scooter who wrote (24085)11/13/1997 11:00:00 PM
From: DJBEINO  Read Replies (1) | Respond to of 53903
 
DRAM PRICES (FROM LEHMAN)

We believe the industry will experience reaceleration by February, which is typically the strongest growth month for chip industry acceleration. We continue to expect strong performance from chip stocks by early 1998 as reaceleration becomes apparent. In the interim the slowdown is having a surprisingly large impact on EPS prospects in the commodity memory sector. The downward trend of DRAM prices will continue to cause short term pressure on the commodity memory sector.

Chip Prices
AICE PRICE SURVEY 11/11
64MBITS
Sync 4Mx16 $26.52
Sync 8Mx8 $29.65
Sync 16Mx4 $23.96
4MX16EDO $23.93
8MX8 $23.46
16MX4EDO $23.43
16MX4 $23.93

16MBITS
Sync 1Mx16 $4.61
Sync 2Mx8 $4.24
1Mx16 EDO $3.96
1Mx16 $4.06
4Mx4 EDO $3.92
4Mx4 $4.24

4MBITS
256Kx16 $2.45
1Mx4 EDO $1.07
1MX4 $1.74