To: Fabeyes who wrote (42983 ) 2/12/1999 1:20:00 PM From: DJBEINO Respond to of 53903
" Prices go higher on select DRAM as requirements increase while product availability continues to show little improvement. The following 16 MEG products are affected: 1MX16 1K REF 5V SOJ in FPM and EDO, 1MX16 SYNCH 2 BANKS PC-100 TSOP; and 2MX8 FPM 2K REF 5V SOJ. In the 64 MEG capacity, 4MX16 in all modes and 16MX4 EDO 4K REF 3V SOJ is trading at higher prices. Prices in the Intel CPU market weaken as OEM's continue offering excess to the open market."according to AICE Thursday February 11, 1999 The Lunar New Year celebration will virtually close the Asian market from tomorrow until late next week. Traditionally, this has impacted the Dram market in the US and Europe since the Asian region is a vital source of product. Price weakness is still affecting the Intel CPU market, especially with MMX and slower Pentium II product. Wednesday February 10, 1999 A telling indication attesting to the health of the DRAM market conditions is the OEM buyers who are trying to lock-in long term purchases with the merchant OEM's are being spurned. The general feeling is that price levels will continue to climb. The Intel CPU market continues its recent trends of lighter trading and weaker prices. Tuesday February 09, 1999 DRAM trading activity remains healthy and pricing is mostly stable with some upside moves in 16 MEG and 64 MEG product. In the 16 MEG capacity, 1MX16 configurations are higher. In the 64 MEG capacity, 4MX16 EDO 4K REF 3V TSOP and 16MX4 EDO 4K REF 3V in both SOJ and TSOP are trading higher. Prices in the Intel CPU market are weaker in the MMX family and lower speed Pentium II product. Monday February 08, 1999 At the beginning of the week, DRAM and Intel CPU trading is stable. The news in the DRAM market is that the LG strike is over and should take at least a couple weeks before normal production capacity resumes. Otherwise, there are a couple of price increases to note in the 64 MEG capacity on the 4MX16 SYNCH 4 BANKS 3V TSOP and 8MX8 FPM 4K REF 3V TSOP.