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To: alan who wrote (41366)12/10/1998 5:07:00 PM
From: DJBEINO  Respond to of 53903
 
"In keeping with the end of the year theme, OEMs are in the market offering
excess supply on DRAM and CPUs. Reducing inventory levels is common
practice at each quarter end, but quantities are typically greater during
the calendar year end." according to AICE

Wednesday December 09, 1998

Trading in DRAM and CPUs is similar in that pricing is unchanged and
activity is stable. Typically OEM activity in the open market tapers off as
the Christmas holiday approaches.

Tuesday December 08, 1998

Prices on 64 MEG EDO DRAM and memory modules in all modes have increased.
4MX16 EDO, 8MX8 EDO, and 16MX4 EDO have advanced strongly as OEMs are in
the market acquiring available stock. Various module configurations in FPM,
EDO, and SYNCH modes are trading at higher levels. Intel Pentium market
activity is stable with no price moves to note at this time.



To: alan who wrote (41366)12/10/1998 9:27:00 PM
From: sandstuff  Read Replies (1) | Respond to of 53903
 
Yup, everyone has inventory...and you know what that means...lower prices are on their way...