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

To: Kirk © who wrote (40116)	11/29/2000 11:52:53 AM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

[World DRAM Price] DRAM Prices Still Declining; Recovery Seen After March 2001 November 29, 2000 (TOKYO) -- The worldwide decline in DRAM microchip prices hasn't yet stopped, and on some days the spot prices of 64Mb DRAM chips have even fallen below US$3. CPUs and chipsets for PCs have entered a period of production adjustment, starting earlier this month, and makers have revised downward their plans for the period through February 2001. Even if the inventory adjustment for DRAMs ends and demand hits a bottom within the year, a full-fledged recovery for DRAMs isn't expected until after March 2001. According to a survey of world DRAM prices conducted by ICIS-LOR, which has bases in London, Houston and Singapore, the rolling average prices of 128Mb DRAMs (PC133, 16M x 8) for large users in the 30-day period ending Nov. 10 (from Oct. 12 to Nov. 10, 2000) reached US$13.82 in North America, US$11.49 in Europe, and US$15.40 in Asia. Compared to the previous week (30-day rolling average for the period ending Nov. 3, 2000), these prices represent decreases of 3.49 percent for North America, 11.78 percent for Europe, and they remained at the same price for Asia. As for prices of memory modules, the spot prices for 128MB DIMMs (PC133) declined 8.36 percent from the previous week to US$73.14 in North America, they fell 10.12 percent to US$70.45 in Europe, and declined 9.75 percent to US$64.51 in Asia. Table: 30-Day Rolling Averages of 128Mb DRAMs (PC133, 16M x 8) Oct. 12-Nov. 10, 2000 (survey by ICIS-LOR) Area Contract price Week-on-week comparison North America US$13.82 -3.49% Europe US$11.49 -11.78% Asia US$15.40 0.00% *Week-on-week comparison is the comparison with the 30-day rolling averages of Oct. 5-Nov. 3, 2000. Related story: DRAM Spot Price Finally Outstrips Contract Price Previous report: World DRAM Price] Memory Chip Prices Down More Than 10 Percent in Europe (Nikkei Market Access)

To: Kirk © who wrote (40116)	11/29/2000 11:59:21 AM
From: Tony Viola	Read Replies (2) \| Respond to of 70976

Kirk, AMAT probably has reqs as much as a year old that they can't fill. As I'm sure you know, good technical people in Si Valley right now are as scarce as hen's teeth. Good news and bad news, you know: business is fine but can't find new troops to help develop/go after new product areas. There have been some layoffs, but strictly dot coms, that you hear about on local radio. Might be a few software folks there, but overall not a lot of help to a company like AMAT. Hey, rather have it this way (few or no layoffs), not complaining. Tony