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To: Carl Held who wrote (41956)1/7/1999 2:09:00 PM
From: wily  Respond to of 53903
 
It wasn't analysis, it was reporting



To: Carl Held who wrote (41956)1/7/1999 2:10:00 PM
From: DJBEINO  Respond to of 53903
 

"The recent increase in activity in the DRAM market has pushed pricing
higher in various 64 MEG product. 4MX16 EDO 4K REF 3V TSOP and most 16MX4
configurations we follow are trading at higher price levels. 16 MEG and
Module product market activity continues to be healthy. Intel CPU trading
is stable."according to AICE

Wednesday January 06, 1999

Intel Pentium II 350 and 400 remain in demand by OEM's and pricing levels
continue to be healthy. Otherwise, other Pentium and Celeron trading is
stable. DRAM activity follows the trends set over the past few days.

Tuesday January 05, 1999

Dram trading activity is brisk. Price levels remain constant. Interest is
most notably in the 16 MEG capacity configurations. The Intel Pentium
market is stable as a price restructuring is slated for January 24th.