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

To: Tony Viola who wrote (39046)	11/1/2000 3:00:32 PM
From: All Mtn Ski	Respond to of 70976

Tony, I think they talked to the shoe-shine boy on the street who told them semis are large trucks that haul stuff around the country. They panicked and made the call on emotion rather than fundamentals. Check this quote out from Dataquest Semiconductors 2000: And with the bearish sentiment on Wall Street, it's difficult to get a clear picture of the IC business. "I've never seen such a division between Wall Street and our analysts," observed Joe Grenier, semiconductor analyst at San Jose-based Dataquest. "If you looking at what Wall Street is saying, you get one picture. If you look at what the market researchers say, you get another picture," noted Grenier following his presentation at the conference. "So what's real? To me, the financial people are taking a short-term view, but we see strong growth [in the semiconductor market] in both the short- and long-term," he added. Even the equipment makers are bullish. "We don't see any signs of a downturn," said Philip Ware, director and general manager of marketing for the Semiconductor Equipment Division at Canon U.S.A. Inc. "There are some pockets of weakness, but this doesn't reflect our backlog," said Ware, who is based in Irving, Tex. "We're sold out until 2002." semibiznews.com

To: Tony Viola who wrote (39046)	11/1/2000 4:04:30 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

[World DRAM Price] DRAM Prices for Large-Volume Users Decline in North America November 1, 2000 (TOKYO) -- The prices of 128Mb DRAM microchips (PC133, 16M x 8) for large-volume users in the U.S. market dropped for the first time in three-and-one-half months. The spot prices have been declining since two-and-one-half months ago, and now, the prices for large-volume users have declined as well. The prices for large-volume users in Asia fell for the third consecutive week. The prices in Europe alone continue to remain level. Because of low value of the Euro, the prices of PCs increased, and demand for DRAM chips has begun to cool down. However, it is only a matter of time before contract prices begin to decline there as well. According to the world DRAM survey of ICIS-LOR, which has bases in London, Houston, and Singapore, the 30-day rolling average price of 128Mb DRAMs in the 30-day period up to Oct. 13, 2000 (Sept. 14 - Oct. 13, 2000) was US$15.65 in North America, US$16.70 in Europe, and US$15.78 in Asia. When compared with the previous week (the 30-day moving average up to Oct. 6, 2000), it decreased 1.05 percent in North America, registered no change in Europe, and decreased by 1.33 percent in Asia. As for the prices of memory modules, the North American spot prices for 128MB DIMMs (PC133) declined 5.97 percent to US$101.08 from the previous week, declined by 4.55 percent to US$101.50 in Europe, and declined by 7.84 percent to US$94.81 in Asia. Table: 30-Day Rolling Averages of 128Mb DRAMs (PC133, 16M x 8) Sept. 14-Oct. 13, 2000 (survey by ICIS-LOR)Area Contract price Week-on-week comparison North America US$15.65 -1.05% Europe US$16.70 0.00% Asia US$15.78 -1.33% *Week-on-week comparison is the comparison with the 30-day rolling averages of Sep. 7-Oct. 6, 2000. Previous report: Contract Prices Continue Falling in Asian Market (Nikkei Market Access)