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To: Dale Stempson who wrote (4285)	8/9/2000 8:52:25 AM
From: Proud_Infidel	Respond to of 5867

[World DRAM Price] Soaring Trend of Spot Prices Slows August 9, 2000 (TOKYO) -- The pace of the rise in the prices of dynamic random access memory (DRAM) microchips is leveling off in the spot market. The spot prices of DRAMs have been soaring since June 2000, but currently are showing a slowdown in the pace of rise. The prices of some DRAM items even declined in Europe. Although the situation is a far way from giving relief to the short supplies, the soaring prices put some limit on the rise in DRAM demand. According to a worldwide DRAM price survey conducted by ICIS-LOR, the 30-day rolling average prices of 128Mb DRAM microchips (PC133, 16M x 8) for large-volume users for the period ending July 21 (June 22 to July 21, 2000) were US$14.71 in North America, US$14.64 in Europe and US$13.23 in Asia. ICIS-LOR is based in London, Houston and Singapore. Compared to the previous week (the 30-day rolling average ending on July 14), the average prices rose by 2.78 percent in North America, by 2.88 percent in Europe and by 3.56 percent in Asia. Regarding the prices for 128MB DIMM (PC133) memory modules, the spot prices increased from the previous week by 0.61 percent to US$135.61 in North America, by 1.49 percent to US$134.95 in Europe and by 2.24 percent to US$131.73 in Asia. Table: 30-Day Rolling Averages of 128Mb DRAMs (PC133, 16M x 8) June 22-July 21, 2000 (survey by ICIS-LOR)Area Contract price Week-on-week comparison North America US$14.71 +2.78% Europe US$14.64 +2.88% Asia US$13.23 +3.56% *Week-on-week comparison is the comparison with the 30-day rolling averages of June 15-July 14, 2000. Previous report: Prices of 128Mb DRAMs Continue to Rise (Nikkei Market Access)

To: Dale Stempson who wrote (4285)	8/9/2000 7:09:54 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 5867

Wireless chip sales to reach $53 billion in 2004, says In-Stat Semiconductor Business News (08/09/00, 05:56:15 PM EDT) SCOTTSDALE, Ariz. -- Semiconductor sales in wireless handset applications will grow at a compounded annual growth rate of 40% during the next four years, reaching $53 billion in 2004, according to a new report from Cahners In-Stat Group here. "These days, wireless customers are becoming increasingly demanding" noted Allen Nogee, a senior analyst with In-Stat's Wireless Service operation. "Consumers want smaller phones and are willing to pay a price premium for them. Several have recently broken the four-ounce barrier, something thought impossible just a few years ago." New features being added to handsets for Internet access are also driving chip sales, he said. "Data will play a much greater role and some phones will even incorporate PDA-type functionality," the analyst said. "Some already contain built-in FM radios and MP3 players and in the future, will have the ability to download audio and video files off the Internet." Analog wireless phone sales will account for about 10% of the new units shipped this year, according to In-Stat. In 2004, analog phone sales will only account for 1% of sales, said the research firm. In-Stat believes code division multiple access (CDMA) digital phones will account for more than 44% of all cell phones sold in 2004.

To: Dale Stempson who wrote (4285)	8/9/2000 11:09:48 PM
From: Donald Wennerstrom	Read Replies (2) \| Respond to of 5867

After the good report by AMAT today, particularly with respect to the growth prospects over the next 6 to 18 months, you would expect some enthusiasm from the analysts. Not Mark Fitzgerald, Managing Director of Semiconductor Research at B of A Montgomery. I am paraphrasing as follows: 1. Shouldn't buy AMAT now. 2. There are slower growth rates ahead. 3. Better opportunity to buy AMAT 6 to 9 months from now. You can hear it for yourself at: siliconinvestor.com Don W.