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To: Petz who wrote (12302)	10/9/2000 2:24:05 PM
From: dougSF30	Respond to of 275872

Petz, great catch on JJ the cheater. Why not toss an email to him and his superiors as well? Doug

To: Petz who wrote (12302)	10/9/2000 2:33:46 PM
From: david_langston	Respond to of 275872

Petz, Great work catching that! JJ's sources maybe drying up due to early application of Regulation FD by companies. He could be getting desperate to sound informed and in-the-know to his clients. This sort of thing is only going to become more frequent in the future, IMO. Dave

To: Petz who wrote (12302)	10/9/2000 2:45:55 PM
From: Charles R	Read Replies (1) \| Respond to of 275872

Petz, Intestesting DD. Chuck

To: Petz who wrote (12302)	10/9/2000 3:07:42 PM
From: AK2004	Read Replies (2) \| Respond to of 275872

John great catch, one can not argue with numbers could both of them have the same source? Regards -Albert ps if ssb actually lifted those numbers then they are really not worth reading anymore

To: Petz who wrote (12302)	10/9/2000 3:24:54 PM
From: Goutam	Respond to of 275872

Petz, > I think we've caught JJ red-handed. The $350 is the old 900 MHz price, not the 850. And where did good old JJ get this $350 '850 MHz' price? He says brokers tell us, but isn't it strange that Andrew Thomas at THE REGISTER makes exactly the same mistake: Good catch. IMO, this guy doesn't have the right background to cover the technology area. After reading several SSB JJ reports that Albert posted here, I came to a conclusion that his macro, top-down, bottom-up analysis is all a bunk, because he neither has an understanding of technology nor the capacity to learn, and discern the facts. I don't think he does a good research either. He often skips direct sources. He seem to go after the sources that support his argument. His conclusion that "AMD price cuts are also an indication the market is not absorbing its product as fast as it can produce." is anemic. Anyway, here is a link to an article from the Semiconductor Business News. I included some experts from this article that may show a clear difference between SSB's JJ and a real research firm that knows what they are talking about: semibiznews.com Modest chip downturn won't hit until '03, says Dataquest forecast Semiconductor Business News (10/09/00, 11:19:33 AM EDT) [...] Dataquest said the memory segment is showing the strongest growth in 2000, with sales on a pace to increase by more than 60% over 1999. DRAM revenue is forecast to increase 58% to $37 billion in 2000 over 1999 revenues, said the research firm. "The industry is running at high capacity with reports of shortages and tight capacity for flash, microprocessors and some DRAM architectures," said Mark Giudici, a principal analyst for semiconductors at Dataquest. "Near-term spot pricing is reacting to inventory building and should not be confused with the overall industry supply/demand picture. Stronger demand and some product allocation in late 2000 will result in higher prices for DRAM, flash and some SRAM densities has forced lead times out beyond 20 weeks." Dataquest said flash memory suppliers report strong bit growth and new design wins, which will prices high through 2001. Flash capacity is expected to remain tight through 2001 until new plants come on stream late neat year, said Dataquest analysts. "Demand for flash architectures has spread across all application segments," Olsson noted. "The biggest consumer of flash, cellular handsets, typically uses 2 megabytes, but densities will increase as next-generation infrastructure is increasingly deployed." goutama