Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Gottfried who wrote (42408)	2/21/2001 12:12:30 AM
From: advocatedevil	Read Replies (1) \| Respond to of 70976

"Applied Materials looks out over the canyon - A Silicon Investor Highlight" Forgive me if this has been already mentioned here, but this AMAT thread is featured today on "Threadtalk" by David Zgodzinski. siliconinvestor.com AdvocateDevil

To: Gottfried who wrote (42408)	2/21/2001 8:38:09 AM
From: michael97123	Read Replies (1) \| Respond to of 70976

G, In the short scenario all tech stocks will be penny stocks and still will be overvalued. The CPI numbers will hurt us at the opening. Any idea of what they mean? After all the rate cuts is inflation still a problem or is there an explanation? Does higher inflation mean that the recession is being hyped and that the downturn will really be a temporary thing? That would be a bullish view of inflation numbers that will give the fed pause. I just don't know where we are headed at this point. Mike

To: Gottfried who wrote (42408)	2/21/2001 9:43:43 AM
From: Proud_Infidel	Respond to of 70976

[World DRAM Price] Supply Glut Continues, Despite Low DRAM Prices February 21, 2001 (TOKYO) -- DRAM prices for large users and spot prices are dropping in Europe, Asia and the United States. Despite the continued excess of supply, necessary adjustments in production appeared not to have been made yet. There was a move in Taiwan to hold down the production volume of 64Mb products toward the end of 2000, but other products being maintained. Because demand for DRAMs has dropped so much that they don't even sell at low prices, inventory levels of DRAM makers continue to mount. The latest world DRAM price survey by ICIS-LOR showed that the moving average prices of 128Mb DRAMs (PC133, 16Mb x 8) for large users during the 30-day period ending Feb. 2 (Jan. 4-Feb. 2, 2001) were US$8.54 in North America, US$6.48 in Europe, and $6.53 in Asia. ICIS-LOR has operations in London, Houston, and Singapore. When compared with the equivalent figures for the previous week (the moving average for the 30-day period ending Jan. 26), the prices declined by 10.12 percent in North America, by 2.49 percent in Europe, and by 2.47 percent in Asia. As for memory modules, the spot prices of 128MB DIMMs (PC133) decreased by 1.89 percent from the previous week to US$42.68 in North America, by 2.52 percent to US$43.81 in Europe, and by 0.58 percent to US$41.38 in Asia. Table: 30-Day Rolling Averages of 128Mb DRAMs (PC133, 16M x 8) Jan. 4-Feb. 2, 2001 (survey by ICIS-LOR)Area Contract price Week-on-week comparison North America US$8.54 -10.12% Europe US$6.48 -2.49% Asia US$6.53 -2.47% *Week-on-week comparison is the comparison with the 30-day rolling averages of Dec. 28, 2000-Jan. 26, 2001. Previous report: DRAM Prices Slump as Makers of DIMMs Engage in Dumping (Nikkei Market Access) Subject 50522