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To: Ted Downs who wrote (42071)	1/8/1999 2:44:00 PM
From: sandstuff	Read Replies (1) \| Respond to of 53903

Well, I have to admit, I was expecting lower prices with lots of parts floating around...but, it looks like I was wrong. This caught a number of suppliers and module makers by surprise. Many DRAM manufacturers sold off their inventory end of December at lower prices (mostly to brokers) only to find customers calling them this week looking for inventory. Geesh...broker guys are going to make a killing. However, increased quantities are still coming. All bets are off as to where pricing is headed...although some still believe it will soften. The PC manufacturers are setting a fixed retail price at the system level and then are adding or subtracting the amount of main memory, or the size of the drive, or the speed of the CDROM...depending on costs. They are playing the "features" game against each other. For example, if SDRAM goes down enough the PC manufacturers would increase the system memory from 32M to 64M. If pricing goes back up, then they stick to 32M and the module makers get more after-market upgrade biz. Who knows, we might reach balance between the PC manufacturers and the module makers where the price remains flat. Regardless, it will be fun to watch...someone pass the TUMs.