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

To: Proud_Infidel who wrote (36811)	8/16/2000 9:24:17 AM
From: Proud_Infidel	Respond to of 70976

[DRAM Price] DIMM Device Prices Level Off at US$135 August 16, 2000 (TOKYO) -- The prices of 128MB dual in-line memory module (DIMM) devices have been leveling off at around US$135 in the three major markets of Asia, Europe and North America. This is due to the slowing of demand for PCs in the U.S. market. PC sales in the market have been leveling off since June. As for 128MB DIMMs (PC133), the spot prices (June 29 - July 28) increased from the previous week by 0.27 percent to US$135.98 in North America, rose 1.19 percent to US$136.56 in Europe, and rose 1.87 percent to US$134.19 in Asia. 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 28 were US$15.07 in North America, US$15.13 in Europe and US$13.50 in Asia. ICIS-LOR is based in London, Houston and Singapore. Compared to the previous week (the 30-day rolling average ending July 21), the average prices rose by 2.47 percent in North America, by 3.36 percent in Europe and by 2.06 percent in Asia. Table: 30-Day Rolling Averages of 128Mb DRAMs (PC133, 16M x 8) June 29-July 28, 2000 (survey by ICIS-LOR)Area Contract price Week-on-week comparison North America US$15.10 +2.70% Europe US$15.17 +3.63% Asia US$13.59 +2.75% *Week-on-week comparison is the comparison with the 30-day rolling averages of June 22-July 21, 2000. Previous report: Soaring Trend of Spot Prices Slows (Nikkei Market Access)

To: Proud_Infidel who wrote (36811)	8/16/2000 9:28:42 AM
From: Alastair McIntosh	Read Replies (2) \| Respond to of 70976

A different view of the chip industry: Chip industry warned to brace for imminent downturn By EBN staff Electronic Buyers' News (08/15/00, 05:10:17 PM EST) While most pundits see nothing but robust growth ahead for the semcionductor industry, one analyst is projecting a downturn by next year. Citing the classic signs of a cycle shift, Advanced Forecasting Inc. today warned of an industry-wide recession in early 2001. One early indicator of stagnation ahead, according to AFI: worldwide equipment sales leveled off in May and June at approximately April's $4.75 billion-per-month level. However, Advanced Forecasting Inc. has been negative for some time: eet.com Forecaster warns of possible industry downturn By the SBN news staff Semiconductor Business News (10/21/99, 2:15 p.m. EST)