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To: Skeeter Bug who wrote (52128)	11/21/2000 8:10:29 AM
From: DJBEINO	Respond to of 53903

64, 128 DRAM prices UP: dramexchange.com ++++++++++++ PC Sales in Japan Increase in Fifth Week of October November 20, 2000 (TOKYO) -- In the fifth week of October (Oct. 23-29, 2000) sales of PCs in Japan increased 11.3 percent in units and 13.6 percent in value, as compared with a week earlier. nikkeibp.asiabiztech.com ++++++++++ PC Shipments in Asia-Pacific Rise Sharply in 3Q, Dataquest Says November 20, 2000 (TOKYO) -- PC shipments in the Asia-Pacific region, excluding Japan, increased sharply, registering 4.6 million units in the third quarter of 2000, a gain of 34 percent from a year earlier. nikkeibp.asiabiztech.com

To: Skeeter Bug who wrote (52128)	11/21/2000 1:38:13 PM
From: Steve Lee	Read Replies (2) \| Respond to of 53903

But Skeeter, that is the old type of memory for the old type of processors. Today's generation of systems uses a different type of memory called RDRAM heh heh. You should start looking at RDRAM RIMM prices to see how the memory market is doing.

To: Skeeter Bug who wrote (52128)	11/22/2000 1:42:29 AM
From: DJBEINO	Respond to of 53903

North American Semiconductor Equipment Industry Posts October 2000 Book-to-Bill Ratio of 1.17 SAN JOSE, Calif., Nov. 21 /PRNewswire/ -- The North American-based manufacturers of semiconductor equipment posted record orders of more than $3 billion in October 2000 and a book-to-bill ratio of 1.17, it was reported by Semiconductor Equipment and Materials International (SEMI). A book-to-bill of 1.17 means that orders were 17 percent higher than shipments for the month, indicating an expanding market. The three-month average of worldwide bookings in October 2000 was $3.04 billion. The bookings figure is five percent above the September 2000 level and 89 percent above the $1.61 billion in orders posted in October 1999. The three-month average of worldwide shipments in October 2000 was $2.59 billion. The shipments figure is five percent above the September 2000 level and is 75 percent above the October 1999 shipments level of $1.48 billion. ``Following what appears to have been a seasonal pause in growth through the summer months, orders for new semiconductor equipment re-accelerated in October,'' said Stanley Myers, president and CEO of SEMI. ``While the total equipment ratio was even with last month, orders exceeded $3 billion and front order growth was the strongest we've seen in six months.'' The SEMI book-to-bill is a ratio of three-month moving average bookings to three-month moving average shipments for the North American semiconductor equipment industry. Shipments and bookings figures are in millions of U.S. dollars. Shipments Bookings Book-to-Bill May 2000 2,157.7 2,778.3 1.29 June 2000 2,259.6 2,858.8 1.27 July 2000 2,373.0 2,901.5 1.22 August 2000 (final) 2,431.0 2,984.1 1.23 Sept. 2000 (revised) 2,474.7 2,883.4 1.17 October 2000 (prelim.) 2,593.1 3,038.6 1.17 The data contained in this release was compiled by the independent public accounting firm of Arthur Andersen LLP, without audit, from data submitted directly by the participants. SEMI and Arthur Andersen LLP can assume no responsibility for the accuracy of the underlying data. The data are contained in a monthly Express Report published by SEMI that tracks shipments and orders worldwide of North American-based manufacturers of equipment used to manufacture semiconductor devices, not shipments and orders of the chips themselves. The November 2000 Express Report is scheduled for publication on December 20, 2000 (subject to change). Based in San Jose, Calif., SEMI is an international trade association serving more than 2,400 companies participating in the semiconductor and flat panel display equipment and materials markets. SEMI maintains offices in Austin, Beijing, Boston, Brussels, Hsinchu, Moscow, Seoul, Singapore, Tokyo and Washington, D.C. For more information, visit SEMI on the Internet at www.semi.org. biz.yahoo.com

To: Skeeter Bug who wrote (52128)	11/24/2000 1:54:27 AM
From: DJBEINO	Respond to of 53903

Taiwan Hot Stock: DRAM Shrs Up On Rising Pdt Prices TAIPEI (Dow Jones)--Shares of dynamic random access memory chip makers are all sharply higher amid a strengthening of chip prices. At 0150 GMT (8:50 p.m. EST Thursday), Winbond Electronics Corp. (2344.TW) was up NT$1.90 (US$1=NT$32.980), or 5.8%, to NT$34.90. Mosel Vitelic Inc. (2342.TW) rose NT$1.30, or 5.6%, to NT$24.70. Nanya Technology Corp. (Q.NYT) gained NT$1.70, or 6.9%, to NT$26.30. The big board was up 2.96%. Prices of DRAMs have been rebounding in the last few days after sliding the past few months, said analysts. As prices of the chips are strengthening, investors, especially institutional investors, are building positions on these companies, said analyst ++++++++++++ Korea's Kospi index rose 2.7 percent, led by Samsung Electronics Co. and other chipmakers as spot prices for their main product rose for the first time since July. The spot price for the industry-standard 64 Megabit dynamic random access memory chip rose 7.6 percent. Since its Jan. 7 peak, the price plunged 60 percent. ``Investors are hoping there will be no further fall in 64- megabit DRAM chip prices as computer makers' chip inventories are declining,'' said Shin Sam Chan, a market analyst at Hana Securities Co.

To: Skeeter Bug who wrote (52128)	11/27/2000 8:20:18 AM
From: DJBEINO	Read Replies (1) \| Respond to of 53903

Korean chipmakers to cut 2001 investments (UPDATE: Recasts, adds Hyundai Electronics, analyst comment) By Nam In-soo SEOUL, Nov 27 (Reuters) - South Korea's major chipmakers are planning to reduce plant investment in 2001 because of concerns over the growth of the chip market, analysts said on Monday. ``Korean manufacturers' DRAM (dynamic random access memory) output next year would likely be reduced by approximately 10 percent,'' Jay Kim, semiconductor analyst at ING Barings, said in a report issued on Monday. ``That would be a positive factor for the overall DRAM industry's demand/supply situation.'' Samsung Electronics , the world's largest computer memory chipmaker, said it might reduce its plant investment in 2001. ``We see a possibility of reducing our planned investment for next year,'' James Chung, a Samsung Electronics spokesman, told Reuters. ``We've become more conservative in dealing with a changing industry.'' He did not provide any figures. Samsung had said the amount of its 2001 investment would be similar to this year's level of about seven trillion won ($5.90 billion). ING Barings said Samsung Electronics was likely to reduce its original capital expenditures plan in 2001 by approximately 13 percent. Samsung shares closed up 11.18 percent at 189,000 won on Monday. The share price has fallen 28.9 percent so far this year, while the broader Korea Composite Stock Price Index has shed 46.11 percent in the same period. POSITIVE REACTION A spokesman for Hyundai Electronics Industries , another global DRAM chip manufacturer, said the company had recently reduced its 2001 investment plan to 1.5 trillion won from two trillion won in 2000. ``At the moment, we cannot say for sure the reduced investment would lead to a cut in chip output,'' he said. ``We don't see a need to expand facilities as we believe we can maintain our market position at current capex.'' Hyundai Electronics climbed by its daily limit high to finish at 8,330 won, but it is off 65.4 percent so far this year. Analysts said the chipmakers' move, aimed at stabilising recently beaten-down memory chip prices, drew a positive reaction from investors. ``The chipmakers would have no choice but to cut their investment plans given the risks over uncertain growth in the industry,'' said Jon Woo-jong, an analyst at SK Securities. The spot prices for the industry standard 64-megabit 8x8 PC 100 SDRAM chip stood at an intraday high of $4.29 as of November 22, off its 52-week high of $10.23, according to Ramdex, an Internet semiconductor price tracking site. The weak demand for DRAMs was caused by historically slow PC sales, which in turn stemmed from a slow transition to new Windows 2000 operating software from Microsoft (NasdaqNM:MSFT - news). ``We in the past planned our investment on a yearly basis. But we've decided to make the term shorter and plan it on a quarterly basis,'' said the Samsung Electronics spokesman. CAUTIOUS APPROACH Jay Kim at ING Barings welcomed the DRAM makers' caution towards capex. ``Based on this type of management, we expect greater stability to emerge in the DRAM prices in the mid-to-long term timeframe unless demand continues to remain severely dampened,'' he said. ING Barings said last week that the first target for delay or possible cutback at Samsung Electronics was expected to be its 12-inch wafer plant and a new LCD (liquid crystal display) fab. ``If this is true, we think the impact on DRAM shipment volume for Samsung would be minimal in 2001 given our forecast that the 12-inch wafer facility would start pilot production with a few thousand wafers from the second half of 2001,'' it said. The securities firm said it expected Samsung to begin mass production of 12-inch wafers from 2002 and that the new LCD factory would be in production from the second quarter of 2002. ING Barings said its original capex estimate for Samsung was 7.2 trillion won in 2001 with the 12-inch wafer fab plant accounting for 1.2 trillion won and the new LCD fab at 900 billion won. ``We have no reason to hurry in putting the 12-inch wafer facility into operation, as its technology has yet to be tested,'' said Chung at Samsung Electronics. ($1 equals 1,187 won) biz.yahoo.com