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

To: Proud_Infidel who wrote (38563)	10/20/2000 9:15:57 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

64M DRAM Chip Prices Approach Year-Low Levels Prices of 64M DRAM chips fell again on international spot markets Wednesday, sending a chill across the local semiconductor industry. At North American spot markets, 8Mx8 PC 100 chips were trading at US$4.90-$5.19. This made for a 1.01% drop from the previous day, when the same chips were hit by a 7.99% plunge in price. Accordingly, worries are spreading that prices are headed towards the yearly low of US$4.50 set in March. With the manufacturing cost for 64M DRAM chips currently at US$3.50 for Samsung Electronics and US$4.00 for Hyundai Electronics, profit margins are becoming dangerously narrow. Meanwhile, the price of 128M DRAM chips, which are becoming the mainstay product of local semiconductor firms, remained relatively stable, with 16Mx8 PC 133 chips trading at US$13.35-$14.15. Market analysts say the continued downfall in the price of 64M DRAM chip products is attributable to a slowdown in global sales of PCs, which account for 80% of the demand for the chips. (Hur In-jung, njung@chosun.com)

To: Proud_Infidel who wrote (38563)	10/20/2000 11:05:15 AM
From: Kirk ©	Read Replies (1) \| Respond to of 70976

RE: ACER troubles People seem to easily confuse losing market share with a slowdown in PC growth larger than expected. Several years ago, many said the PC market would shakeout to a few large players as it became a commodity. Much like an auto (4 tires, airbags, engine and fancy container to transport you) that has only a few big companies making them, the PC would consolidate to a few companies. I remember as i was betting on HP when they said they would be one of the winners. So far, it seems that Dell, Compaq, Gateway and HWP are winning market share and will be in the winners circle. Sony possibly just as a good platform to tie all the "stuff" together. Toshiba has great laptops. Otherwise, some companies are fighting for their lives. Anyway, I am leary of titles "PC Industry Faces Earlier Winter on Weak Market Growth " when the companies they use in the article are losing market share and blame it on something else. The author really should have looked at the total market, not just the companies he is interested in due to nationalistic reasons. He should retitle the article "TaiwanPC Industry Faces Earlier Winter on Weak Market Growth due to losing market share to competition" but I wouldn't look for them to be too excited about printing the truth like that...