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To: TREND1 who wrote (26749)1/17/1998 9:08:00 AM
From: Thomas G. Busillo  Read Replies (1) | Respond to of 53903
 
Larry, an item for the production database. Reuters had a piece on Toshiba tripling output of 64's by March 1999.

Link is:
yahoo.com

3 million chips per month planned for March 1998.
8 million chips per month by December 1998.
10 million chips per month by March 1999.

...output of 16-megabit DRAMs will be reduced drastically from a scheduled monthly output rate of seven million chips as of March 1998 due to weakening prices...

No decision made on future production levels for 16's.

Good trading,

Tom



To: TREND1 who wrote (26749)1/17/1998 9:26:00 AM
From: TREND1  Read Replies (1) | Respond to of 53903
 
Kurlak is right ! SDRAM prices are falling.
And 16Mit SDRAM dropped on 1/12/98 before MU dropped.
SDRAM price rise may be history ?

See my web site below

geocities.com

LDudash@pacbell.net