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

To: scott_jiminez who wrote (43182)	3/6/2001 8:30:09 AM
From: michael97123	Read Replies (1) \| Respond to of 70976

"But could folks PLEASE restrict their posts to AMAT and the equipment stocks." Scott, We have had these off topic posts for as long as I can remember. Perhaps we should get back to labeling them OT so you can skip over them if you choose. Mike

To: scott_jiminez who wrote (43182)	3/6/2001 9:02:28 AM
From: Jerome	Read Replies (1) \| Respond to of 70976

Amat stock prices and taxes.....but this is now completely drowned out by a plethora of non-relevant postings. Talk of taxes are very relevant to the stock price of AMAT. 1) Many buy and sell decisions on AMAT are based on the tax consequences of such an action. 2) To achieve a 100% cash gain on AMAT it makes a great deal of difference if the tax rate is l5% or 50% No matter what your outlook for AMAT (long term, short term, options, leaps) the gov. is going to tax that transaction in some way. Jerome

To: scott_jiminez who wrote (43182)	3/6/2001 9:40:25 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

IDC Forecasts Worldwide DRAM Market Will Shrink to $24 Billion in 2001 The DRAM market will decline sharply this year. According to IDC, total DRAM revenue will reach $23.8 billion in 2001, a revenue decrease of 18% and severe 46% price erosion compared with 2000. "The DRAM market suffers from a combination of sluggish demand in the PC industry and a harsh inventory correction in the overall supply chain," said Soo Kyoum Kim, manager for IDC's semiconductor program. "Inventory carryover will continue to plague demand and supply conditions until the middle of the third quarter, making it difficult to maintain current pricing levels. Seasonal price recovery is expected by the end of the third quarter, but will not be strong enough to turn the negative momentum of the market." According to IDC, the average DRAM content per PC will reach 174MB - a 36% bit growth over 2000 - as a result of price elasticity. This will push overall bit demand growth in 2001 to 56% while supply will grow by 52%. Despite the small gap, lingering inventories, limited memory budgets of PC OEMs, and the lack of a new OS to drive more hungry applications on PCs will still remain as the key inhibitors to demand. Because the prices of all standard products are approaching or have already reached below production cost, migrating to the next-generation processes will be critical for suppliers to remain competitive. Memory suppliers will also be more tactical this year as they support broader and more profitable interface products such as EDO (extended data out), PC66/100 SDRAM, DDR (double data rate), and Rambus. The mainstream 128Mb market will be the major battleground this year as suppliers shuffle for market share to hedge against price erosion. "The DRAM industry has already lost the momentum to sustain positive revenue growth this year and in 2002, as the market enters an earlier-than- expected bust cycle. The stage is set for another market restructuring, with the winners and losers clearly being identified over the next year," Kim said.