Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 260.77

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Dec 24 12:59 PM EST

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To: Skeeter Bug who wrote (27447)	12/28/1998 10:56:00 AM
From: Jeffrey D	Read Replies (1) of 70976

Skeeter, a belated Xmas present just for you from H&Q today. Jeff << In the near term, we are concerned about the evidence of increasing semiconductor production. There is evidence that semiconductor manufacturers are increasing utilization and output. We believe that the increase in supply is likely to cause a demand and supply imbalance sometime in the first half of 1999, most likely in Q1. This excess supply will most likely impact the DRAM market; but we would not be surprised to see excess supply impact other semiconductor segments. We continue to monitor DRAM prices. Over the last months, 64 Mbit SDRAM prices have dropped on the spot market from $10.00-$10.50 to $9.00-$9.50. This is in-line with contract pricing. In addition, we have heard that contract pricing for Q1 deliveries has also started to fall.>>

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