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Technology Stocks : Lam Research (LRCX, NASDAQ): To the Insiders
LRCX 159.13-4.4%Nov 11 3:59 PM EST

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To: All Mtn Ski who wrote (4680)8/1/2001 8:10:08 AM
From: Proud_Infidel  Read Replies (1) of 5867
 
[World DRAM Price] Spot Price of 256Mb DRAMs Declines More Than 50 Pct. in 6 Months
August 1, 2001 (TOKYO) -- The 30-day rolling average spot prices of 128Mb DRAMs declined to US$1.00 in Asia.



There is no exception to the trend as concerns 256Mb DRAMs; their prices declined to less than half compared with the prices six months ago. Between the end of 2000 and the first quarter of 2001, there was a DRAM generation transition, or bit-cross, from 64Mb to 128Mb through price competition, resulting in a severe price decline trend. It seems that history will repeat itself, in that there will be a next price competition between 256Mb DRAMs and 128Mb DRAMs in the second half of 2001.

According to a worldwide DRAM price survey conducted by ICIS-LOR, based in London, Houston and Singapore, the 30-day rolling average prices of 128Mb DRAMs (PC133, 16M x 8) from June 14-July 13, 2001 for large-volume users were US$3.01 in North America, US$3.07 in Europe, and US$3.00 in Asia.

Compared with the previous week (30-day rolling average prices through July 6), the prices fell 5.95 percent in North America, 4.73 percent in Europe, and 7.04 percent in Asia.

As for memory-module prices, the spot price of 128MB DIMMs (PC133) fell 5.34 percent to US$16.70 in North America, 12.05 percent to US$18.03 in Europe, and 11.08 percent to US$15.60 in Asia.

Table: 30-Day Rolling Averages of 128Mb DRAMs (PC133, 16M x 8) June 14-July 13, 2001 (survey by ICIS-LOR)Area
Contract price
Week-on-week comparison

North America
US$3.01
-5.95%

Europe
US$3.07
-4.73%

Asia
US$3.00
-7.04%

*Week-on-week comparison is the comparison with the 30-day rolling averages of June 7-July 6, 2001.

Previous report: Spot Price of 128Mb DRAMs Continues to Drop

(Tamao Kikuchi, Nikkei Market Access)
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