Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 226.05

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Nov 14 9:30 AM EST

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To: C_Johnson who wrote (20852)	10/13/2006 2:27:25 AM
From: etchmeister	Read Replies (1) of 25522

Make a prediction. Put your game out there.... you can't really make a predictions because things can change rapidly but you have to maintain the perception that you actually can make a prediction (because that's what your clients expect from you) - as soon as your forecast is printed it might be already obsolete - I don't have clients - I can reevaluate on the fly but you are stuck with your clients and forecast. I think DT in conjunction with DRAMexchange was pretty helpful. The DXI started rising in Q1 2006 if I recall correctly; don't be snotty about DT - TW (chip) conmpanies provide monthly sales data about a month prior to SIA and DT is an excellent source for picking up this kind of info "real time". To: sixty2nds who wrote (27682) 12/28/2005 9:22:32 AM From: etchmeister of 32967 DDR2 prices said to be bottoming out due to tight supply Printer friendly Related stories Comments Email to a friend Latest news Hans Wu, Taipei; Rodney Chan, DigiTimes.com [Wednesday 28 December 2005] Samsung Electronics recently sent letters to its retailers indicating that the company’s DDR2 shortage will last through the end of the first quarter of next year, market sources claimed. And Nanya Technology spokesman Pei-lin Pai has disclosed that the company’s DDR2 supply for PC OEMs is running low. DRAM makers are hoping that the current tight supply of DDR2 may bring contract prices for the memory type up to the level for DDR, the sources added. DDR2 prices have plummeted due to oversupply, prompting DRAM makers to reduce production and shift back to DDR production. However, growing demand for DDR2-based systems in the business PC market is prompting OEMs to increase their orders for the memory type, the sources said. The increased demand has resulted in tight supply and is putting DRAM makers in a better position to negotiate prices with clients, the sources claim. In September, DDR2 contract pricing fell below DDR pricing, and the price gap widened until early December, and DRAM makers now hope the gap will be eliminated, the sources indicated. dramexchange.com

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