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

To: daryll40 who wrote (40958)	12/20/2000 10:27:02 AM
From: michael97123	Read Replies (1) \| Respond to of 70976

AG probably rocked by market reaction yesterday. He thought he was taking two steps in one meeting from anti-i bias to neutral to anti-r bias. Market collapse probably has him sick today. Earlier in january move a necessity now and given his MO he probably will tip his hand in that direction shortly. Waiting until 1/31 might be too late to save the market and thus the economy from hard landing or worse.

To: daryll40 who wrote (40958)	12/20/2000 11:44:30 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

[World DRAM Price] Spot Prices Fall, Shakeout of Makers May Occur December 20, 2000 (TOKYO) -- The spot prices of DRAM microchips declined again after witnessing a rise in the week of Nov. 20, and with the current spot prices at such a low level the cash flow situations of DRAM makers have worsened, industry watchers said. If this declining trend continues, it will likely result in mergers and acquisitions among IC manufacturers. 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 Dec. 1, 2000 (Nov. 2-Dec. 1) reached US$13.82 in North America, US$9.55 in Europe, and US$12.66 in Asia. Compared with the previous week (or the 30-day rolling average for the period ending Nov. 24, 2000) these prices remained the same in North America, and represented a decline of 3.73 percent for Europe, and a decline of 6.59 percent for Asia. As for prices of memory modules, the spot prices for 128MB DIMMs (PC133 units) fell 6.89 percent from the previous week to US$58.35 in North America, declined 5.17 percent to US$57.74 in Europe, and fell 3.31 percent to US$54.45 in Asia. Table: 30-Day Rolling Averages of 128Mb DRAMs (PC133, 16M x 8) Nov. 2-Dec. 1, 2000 (survey by ICIS-LOR) Area Contract price Week-on-week comparison North America US$13.82 0.00% Europe US$9.55 -3.73% Asia US$12.66 -6.59% *Week-on-week comparison is the comparison with the 30-day rolling averages of Oct. 26-Nov. 24, 2000. (Nikkei Market Access)