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To: Skeeter Bug who wrote (24170)	11/16/1997 6:18:00 PM
From: DJBEINO	Read Replies (2) \| Respond to of 53903

AIC 11/12>>16 meg appears to have reached a point of stability. AIC 11/13>>16 meg DRAM is holding its value. AIC 11/14>>DRAM prices discontinued their decline and began to level out NOW BARRON's this week Page 67: "Eventually, however, the price erosion could pressure some companies which make the parts to find more lucrative work. some of the current DRAM capacity, hodess(nations bank) figures, could be turned into foundries for hire, a business dominated by taiwanese chipmakers like TSMC and UMC. were that to happen, he says, the Taiwanese fabricators could slow their purchase of new gear. Meanwhile,a plugged-in executive with one silicon valey company we talked with recently figures the trouble in Korea could eventually slow the country's DRAM makers. For that reason, he's long MU, theorizing that pricing could FIRM if Korean production slows"