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To: Jerry Denkera who wrote (26290)	1/7/1998 2:04:00 PM
From: TREND1	Read Replies (1) \| Respond to of 53903

Jerry I thought my three "no increases" would bring you out, if there really was an increase. Thanks again from all of us ! Larry Dudash

To: Jerry Denkera who wrote (26290)	1/7/1998 4:07:00 PM
From: Ed Beers	Respond to of 53903

Jerry, Are these spot market prices for EDO or SDRAM? My normal source for retail prices (www.thechipmerchant.com) shows that EDO is up but SDRAM is down and is now below EDO. I suspect that we are now witnessing the end of EDO concurrent with the end of the SIMM. Any guesses about the impact of 16 MBit pricing on the 64MBit transition? Looks to me like it could start any day now. In any case, it is no surprise that 16MBit are going up since $2.10 was probably below the marginal production cost of almost everyone. I expect that price to oscillate a round the mean marginal production cost for a while a higher prices cause higher production which causes lower prices which causes lower prices..... Ed