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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: A. Edwards who wrote (33401)	12/1/1999 1:59:00 PM
From: SJS	Read Replies (1) \| Respond to of 70976

Ah! I love it when a plan comes together. Steve

To: A. Edwards who wrote (33401)	12/1/1999 2:43:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

[World DRAM Price] DRAM/DIMM Spot Prices Decline Four Weeks in a Row December 1, 1999 (TOKYO) -- Despite a seasonal boom of demand, the 30-day rolling average price of 64Mb DRAMs on the spot market declined for the fourth straight week. The spot price for 64MB dual inline memory modules (DIMMs, PC100) also diminished for the fourth consecutive week to levels observed before the September earthquake that hit Taiwan. While prices for large users are still on an upward trend, it is expected that PC makers will increase pressure on DRAM makers to cut these prices next year. The worldwide DRAM price survey by ICIS-LOR, which has bases in London, Houston and Singapore, showed that the 30-day rolling average of 64Mb DRAM (PC100, 8M x 8) prices for large users between Oct. 14 and Nov. 12 was US$10.47 in North America, US$11.09 in Europe and US$10.14 in Asia. Compared with the 30-day rolling average price up to Nov. 5, it increased by 2.96 percent in North America, by 0.83 percent in Europe and by 1.36 percent in Asia. Regarding prices of memory modules, the spot price for 64MB DIMMs (PC100) fell by 7.19 percent from the previous week to US$83.59 in North America, by 9.53 percent to US$86.52 in Europe and by 8.99 percent to US$85.61 in Asia. Although some areas observed spot prices lower than prices for large users, the DRAM market is bullish, with vigorous demand expected in the year-end sales campaigns. Therefore, it is likely that day-to-day spot prices will rally in the market to the level of prices for large users. But there are no prospects for a large increase in prices due to inventory held by some DRAM makers. The price movement is forecast to stabilize by the end of this year. nikkeibp.asiabiztech.com

To: A. Edwards who wrote (33401)	12/8/1999 9:49:00 PM
From: Mephisto	Read Replies (1) \| Respond to of 70976

Goldman's 12 month target is $130.00. Thanks, I've been looking for a recommendation. I noticed the company bought a flat-panel display company. I wonder when those revenues will kick in. Last I heard there was a shortage of flat-panel displays. Also, I noted the following report mentions AMAT favorably. The Wall Street Transcript Publishes Semiconductor Management Performance Report NEW YORK, Nov. 30 /PRNewswire/ -- Three leading analysts and six Semiconductor CEOs examine the Semiconductor sector in the latest issue of The Wall Street Transcript (212-952-7433) or twst.com In a vital review of this sector for investors and industry professionals, this valuable 56-page report features: 1) The TWST confidential Off The Record survey (7,000 words) of management performance at 21 Semiconductor firms asked market insiders about the ability of management teams to create shareholder value. In a sector where many management teams are praised for their vision, some CEOs are criticized, while others receive top marks for their efforts. [FROM THE REPORT] James C. Morgan, Chairman & CEO of Applied Materials (Nasdaq: AMAT - news), is highlighted by a Wall Streeter. ``Jim Morgan is a visionary who is very highly regarded by the industry. He's been around, leading Applied Materials, since its sales were $20 or $30 million. Now they're at $4 billion. They hope to be a $10 billion company by 2003 or 2004, and it looks like they're halfway there already. If the industry growth estimates are correct, we're going to see 50% growth in the year 2001.'