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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 252.25+0.9%Nov 28 9:30 AM EST
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To: Jerome who wrote (18983)5/18/2006 9:06:36 AM
From: matt dillabough  Read Replies (2) of 25522
 
MU PC OEMs secure long-term supply agreement with DRAM makers - Digitimes (15.63 ) -Update-

Digitimes reports the increasingly tight supply of DRAM has prompted PC OEMs, including Dell (DELL), to secure long-term supply agreements with chipmakers such as Samsung Electronics, according to industry sources. The sources noted that Dell has inked a supply agreement with Samsung, to secure a stable DRAM source through September. Initial prices have been agreed, and analysts expect Samsung and other companies who supply DRAM to Dell to gain a stronger bargaining position from which to adjust the price. Inventory levels among leading DRAM makers are declining. The sources indicated that Samsung, Hynix Semiconductor and Micron Technology had all expressed concern over their inventory. The average inventory level had dropped to the levels of one to two weeks earlier, the sources added.
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