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: oldirtybastard who wrote (51748)	9/6/2000 4:21:08 PM
From: Chas	Respond to of 53903

SEMICONDUCTOR INDUSTRY UPDATE September 6, 2000 SEMICONDUCTORS Richard L. Whittington I’m A Broken Record All checks are coming up positive. -Only issue, as yet unconfirmed, is a Qual Hold on the highest clock rate P3s to several enterprise PC programs - a natural outgrowth of two weeks ago’s 1.13Ghz debacle. This shouldn’t represent more than 5% of Intel’s processor units and should be resolved fairly shortly, requiring additional testing before the parts are accepted - if true. - DRAM contract pricing is characterized as "stable to firming" at the largest US and Asian DRAM makers, with tier one OEMs "pulling hard" and suppliers unable to meet new upsides. - Asian white box makers continue to have difficulty securing adequate x86 supplies, hence have yet to enter "year end" orders. - Chip brokers had record sales in August, strength across the board, DRAM excluded (no activity). - All other chip classes, also including discretes as well as capacitors, seeing strong demand-pull from a broad assortment of electronic OEMs. - As with the "cell phone scare" this summer, my industry contacts and information point me in precisely the opposite direction from the past two days’ stock movement.