Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Micron Only Forum -- Ignore unavailable to you. Want to Upgrade?

To: John O'Neill who wrote (47626)	8/12/1999 12:50:00 AM
From: DJBEINO	Read Replies (1) \| Respond to of 53903

Flash memory scarce as MP3 players ramp EE Times (08/11/99, 6:22 p.m. EDT) SEOUL, South Korea — Supplies of flash memory have become tight in South Korea, potentially endangering the rapid ramp of a host of new Internet audio players. In addition, Korean manufacturers are reporting a sharp upturn in DRAM prices and an ongoing shortage of LCDs. The flash shortage is being attributed in part to the fast rise in production of MP3 players here and to the increasing use of flash in other digital consumer devices, such as cameras and video recorders. Manufacturers also report a scarcity of other solid-state storage media, including the SmartMedia Card and Multimedia Memory Card. The shortage comes as major suppliers such as Samsung plan to reduce flash prices from about $1.50 per Mbyte to as low as $1/Mbyte in the third quarter, as part of a shift from 16- to 32-Mbit products. However, prices are not expected to rise as supplies for those parts tighten. Responding to the growing demand, Samsung has shifted some of its DRAM lines to flash work and nearly doubled its production capacity for flash. DRAM prices are again on the rise here and an LCD shortage is expected to continue well into next year despite the addition of new manufacturing capacity here, in Japan and in Taiwan. Price hikes On spot markets, prices for 64-Mbit DRAMs rose from a high of about $6.52 in late July to $7.26 in early August. Generic SDRAM prices have seen a similar increase, reaching a high of $5.79 last month. The price rise was attributed largely to speculation on the impact of the recent power outage that affected Taiwan's major fabs. Embattled Korean memory makers are taking advantage of the rise in memory prices on the spot market by hiking prices. Samsung, Hyundai Electronics and Hyundai Semiconductor are actively reviewing markups in the prices for customers on long-term contracts. Meanwhile, Asian LCD makers are beginning to add manufacturing capacity. Industry sources said Taiwanese manufacturers opened new production facilities recently as Korean and Japanese display makers increased production capacity by 30 percent. With the supply of thin-film-transistor (TFT) LCDs said to be lagging demand by 10 percent, prices are up sharply, with 12.1-inch LCDs selling for about $350, 13.3-inchers for $500 and 14.1-inch displays for $540. Taiwan's CPT Inc. began TFT LCD production in the second quarter, and other manufacturers there are expected to begin production early next year. Still, analysts said the added production capacity will do little to ease display shortages this year. No relief is in sight until mid-2000 when new production facilities come online, increasing supplies by 30 percent. eet.com

To: John O'Neill who wrote (47626)	8/12/1999 1:26:00 AM
From: Naggrachi	Respond to of 53903

<<<FWIW, Thomson's show's some big buys at the lows today.>> thanks for the link....if you plug in INTC there we a ton of major sells all the way up...how does that figure? >> Simple! Don't put too much faith in Thomson's. IMO, that website is no different than "official" whisper number sites. Zead

To: John O'Neill who wrote (47626)	8/12/1999 8:13:00 AM
From: xcr600	Read Replies (1) \| Respond to of 53903

John, the data seems to work on some days, and not on others. Hard for me to backtest since I don't have T/S data. There have been days where a stock has traded accordingly with what the site had. When rumors of NETA were floating around a month back the stock traded to 21 1/2. I checked the site that day, and big blocks of sells were all over, yet the stock climbed 2pts. However, it was all retail doing the buying as institutions were dumping. Subsequently, the stock is now back at 15. As for INTC yesterday, it had huge vol to absorb the distribution that probably is taking place. I don't have 100% faith in their site but I think the data can be somewhat useful. x