Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 160.99

+0.2%

Oct 30 3:59 PM EDT

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To: etchmeister who wrote (10877)	5/31/2007 12:12:26 AM
From: etchmeister	Read Replies (1) of 10921

Needless to comment on 200 mm I suppose... No more price drops, DRAM makers say by Cyril Kowaliski - 09:09 am, May 30, 2007 Manufacturers of DRAM memory are through lowering prices in order to compensate for reduced demand, according to a DRAMeXchange report quoted by HKEPC. We heard last week that some memory makers planned to reduce production, because the price of chips was getting too close to that production costs using 90nm process technology on 300mm silicon wafers. But since then, memory prices appeared to continue to sink. Now, HKEPC says DRAM makers have indicated that "no additional price cuts would be made" as a result of "continuing losses." Spot prices for DDR2 memory chips have already started increasing, although the DRAMeXchange report HKPEC quotes suggests that price increases will be limited "at least before June," since big PC vendors and major memory buyers already have significant inventories that may last for more than a month.

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