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To: FJB who wrote (43161)	2/21/1999 8:39:00 AM
From: Chas	Respond to of 53903

The price of 64-Megabit synchronous DRAM is now hovering at between $10.5 and $11 in global spot markets, the price which deemed steep for a low-demand season. Sources said the price of 16M DRAM chips also has risen by 10 percent to the level of $2.4. "Global chip supply glut has almost eased due to the strong restructuring by major producers in Korea and Japan," said an executive at Samsung Electronics Co., the world's largest memory chipmaker. He said chip demand is increasing due to such favorable conditions as the year 2000 concerns, LG Semicon's two-week work stoppage and the planned release of Intel's new microprocessor, Pentium III. The Ministry of Commerce, Industry and Energy earlier predicted that Korea's semiconductor exports will reach $18.2 billion this year, up 8.5 percent from last year's $16.8 billion.

To: FJB who wrote (43161)	2/21/1999 10:12:00 AM
From: Carl R.	Read Replies (2) \| Respond to of 53903

I haven't really been following the CPU market, but my understanding is that the PIII is just a PII with some new MMX instructions and perhaps a faster clock. Is there more to it than that? Carl

To: FJB who wrote (43161)	2/22/1999 12:21:00 AM
From: Chas	Read Replies (1) \| Respond to of 53903

Dont count pc133 out yet with RDRAM issues it could happen. Intel has a vast resources and money, surely they did not think there was not a chance for failure here with Camino when it only takes a team of engineers to design one more chip to support pc133 as a backup. That would be cheap insurance. Did they do this?? I guess we will find out. This would be positive for MU since MU is behind on RDRAM and give them a chance to make more money.....thats not so bad.