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: trilobyte who wrote (18942)	5/17/2006 11:48:10 AM
From: etchmeister	Read Replies (3) of 25522

the analysts are trying to artificially make the stock price cyclical. If necessary they will create their own cycle - absolutely no doubt in my mind; global IC sales do not follow the cyclical pattern anymore for several years; there are many different segment within IC's that don't run in synch. A month ago or so BofA downgraded because NAND flash was rolling over; a couple days ago Samsung was fairly upbeat about flash (though even more about DRAM) and guess what today contract pricing with one exception jumped nicely. Last year we were told memory would cause the next leg down; though NAND flash contracted 8% in Q1 2006 it was up 60% on a year to year comparision. Mode Item High Low High Change Low Change History Chip NAND 16Gb 2Gx8 39.00 34.00 Up ( 8.33%) Up ( 3.03%) Chip NAND 8Gb 1024Mx8 20.00 16.00 Up ( 5.26%) Up ( 6.67%) Chip NAND 4Gb 512Mx8 10.00 8.00 Stable ( 0.00%) Up ( 12.68%) Chip NAND 2Gb 256Mx8 6.00 5.00 Stable ( 0.00%) Stable ( 0.00%) SLC NAND 16Gb 2Gx8 SLC 39.00 37.00 Up ( 8.33%) Up ( 5.71%) SLC NAND 8Gb 1024Mx8 SLC 20.00 18.50 Up ( 5.26%) Up ( 8.82%) MLC NAND 16Gb 2Gx8 MLC 35.00 34.00 Up ( 2.94%) Up ( 3.03%) MLC NAND 8Gb 1024Mx8 MLC 18.00 16.00 Up ( 5.88%) Up ( 6.67%) dramexchange.com

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