Volatile in price trend for month end

:: Slightly inventory adjustment.

Although open market doesn't expect the month-end dumping from DRAM companies, some listed distributors and channels have to slightly adjust their inventory level to cash in for the first-half year finance report. Therefore, spot market prices might be volatile for certain deals during this week. Still, traders are in no rush to sell as optimistically on July pricing; most DRAM makers have no pressure on sales revenue issue due to the destining loses in first-half year. Even with some prices correction, the moving average prices still look positive in flat or slightly up for this week.

:: European market is warm up

Unlike US market is tight tailing after active Asian market; European market was pretty quiet for past few weeks, but market sentiment seems turning back from this week. European marketers are searching for 400MHz (or 333MHz at least), as European are used to be pioneers in technology adopting, 266MHz product lines are hard to make a move in Europe's clone market.

:: China market- dancing with rest of Asia market.

China market is known as price sensitive market, however the demanding on product spec. is never asking for second grade (That's why there are so many fake products flooding in China market). China marketers are turning more active recently, although the transaction volumes remain conservative and caution on volatile prices situation for the month end. The picking up demand for upcoming peak summer vacation season does encourage the per-stock at lower price.

:: Most wanted list - SO-DIMM and 400MHz.

Still, most DRAM makers claim the tightening allocation on 256MB SO-DIMM, 400MHz DIMM and 400MHz chip. As Notebook shipment is expecting to grow over 20% Q/Q (3rd quarter/ 2nd quarter) from OEM's customers' current pre-forecasting, it creates the great outlook for SO-DIMM demand. No matter it's SO-DIMM or 400MHz product line, be caution on close checking the overbooking situation.