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To: John Graybill who wrote (42727)	2/3/1999 4:41:00 PM
From: DJBEINO	Respond to of 53903

"Due to the tightness in the original memory module marketplace, OEM buyers are more actively sourcing third party manufacturers like Kingston and Smart Modular. Other trends in the DRAM market have not changed significantly. The Intel CPU market is stable in today's trading."according to AICE Tuesday February 02, 1999 The latest news on the LG strike is a possible settlement to be reached by February 6th. The union representing LG is working with Hyundai officials on some counter-offers in efforts to conclude this matter before the Golden week holiday. Consequently, pricing remains firm as requirements continue on trailing edge as well as cutting edge technology. As anticipated, OEM excess is more evident on Intel processors as the scheduled price restructuring is near. Monday February 01, 1999 Over the weekend, Hyundai had made concessions to LG workers in an effort to end the strike but the offer fell short of demands and the work stoppage continues into this week. DRAM trading is healthy and pricing strength is seen in PC-100 product. The price level is higher on 4MX64 SYNCH DIMM. Intel CPU trading is stab