Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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To: Big Bucks who wrote (6782)	8/14/2003 3:01:09 PM
From: Proud_Infidel	Read Replies (1) of 25522

Gartner predicts Q3 boom in DRAM sales By Peter Clarke Silicon Strategies 08/14/2003, 1:08 PM ET EGHAM, England -- Gartner Dataquest is predicting a third quarter jump in DRAM sales with figures expected to be in excess of 35 percent ahead of those for the second quarter of 2003. That would take DRAM sales above $5 billion in the third quarter. The second quarter's sales were $3.723 billion down on sales of $3.743 billion in the first quarter (see August 14 story). An increase in DRAM sales would be consistent with a seasonal increase in PC sales augmented by PC chipsets that support increased use of double data rate DRAMs. However such a strong jump in sales would probably require a jump in DRAM prices along with increased unit sales.

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