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Technology Stocks : Semi Equipment Analysis

SOXX 346.30

-4.1%

Jan 30 4:00 PM EST

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To: Gottfried who wrote (29085)	3/7/2006 1:21:01 PM
From: etchmeister	Read Replies (1) of 95821

Gottfried - your briefcase is like a rock in the surf helping me guiding through the fog :o) us.f1.yahoofs.com Here's the price component for the memory segment; while NAND flash "tanked" DRAM is looking OK; one can put the recent price decline into perspective; the decline follows a sharp uptick which is not typical for fourth quarter (Q4 2005) dramexchange.com A-Data and Transcend suffer revenue drops in February, project DDR2 sales to compensate for NAND flash price drops Printer friendly Related stories Comments Email to a friend Latest news Josephine Lien, Taipei; Esther Lam, DigiTimes.com [Tuesday 7 March 2006] Leading Taiwan memory module houses A-Data Technology and Transcend Information blamed fewer working days last month to explain respective monthly revenue drops of 31% and 26% at the firms. Despite the revenue set backs, both makers forecast a rebound in sales this month, thanks to an increased proportion of DDR2 sales. A-Data reported its February revenues dropped 31% to NT$1.93 billion, the second consecutive month that the company has seen declining sales. The company indicated that it has lowered the sales ratio of NAND flash to below 30% amid recent soft NAND flash pricing. The company also stated it will raise its proportion of DRAM module that use DDR2 to 30% in March. Transcend reported its February revenues were down 26% sequentially to NT$1.2 billion. The company also plans to increase the proportion of its DRAM module that use DDR2 to over 30% in March. Both memory module makers project revenues to rebound in March and expect the adjustment in their product mix to offset a lackluster NAND flash market. The contract price of 16Gbit NAND flash has dropped 15.8% since February, according to figures posted by DRAMeXchange. The memory-trading firm also predicts that average contract prices should continue trending downward in March amid sufficient supply. I'm beginning to look at Intel because of rotten sentiment towards Intel

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