Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 301.11

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Jan 9 9:30 AM EST

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To: etchmeister who wrote (17083)	1/11/2006 8:22:15 AM
From: matt dillabough	Read Replies (1) of 25522

DRAMeXchange: DRAM spot pricing shows momentum - Digitimes Digitimes reports the stabilizing DRAM spot prices seen at the end of last year have turned to a market uptrend this month, with all DRAM parts enjoying significant price rises amid strong demand and tighter supply. DRAMeXchange attributes the brisk demand to increased DDR2 demand from PC OEMs in the contract market, as well as from a drop in DDR2 output over the past few months. The memory-trading firm indicated that with Samsung Electronics signaling its DDR2 supply is insufficient, the market is seeing increased demand. DRAMeXchange observed that Samsung's distribution agents may even have to source DDR and DDR2 in the spot market in order to build adequate inventory. DRAMeXchange regards any upcoming moves from Apple (AAPL) at the ongoing MacWorld Expo to serve as a clear indication for the price trends of NAND flash. A rumored flash-based notebook computer is a critical factor for the NAND flash pricing outlook, the firm stated.

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