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

To: Proud_Infidel who wrote (47661)	6/6/2001 4:25:10 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

[World DRAM Price] Asia Sees Decline in Contract, Spot Prices June 6, 2001 (TOKYO) -- Prices for large users and spot prices of 128Mb DRAMs (PC 133, 16M x 8) continued to decline in the Asian market. The prices are the lowest in the Asian market both for large users and spot prices. In Europe, although there have been no changes in the prices for large users for the past two weeks, spot prices are still declining. According to the world DRAM price survey conducted by ICIS-LOR, which has bases in London, Houston, and Singapore, the moving average prices of 128Mb DRAMs for large users during the 30-day period of April 19-May 18, 2001, were US$4.43 in North America, US$4.33 in Europe, and US$4.05 in Asia. Compared with the previous week (the average moving prices during the 30-day period ended May 11), the prices remained the same in North America and Europe, while they fell 0.76 percent in Asia. As for memory modules, spot prices of 128MB DIMMs (PC133) fell 6.19 percent from the previous week to US$29.14 in North America, 2.90 percent to US$32.32 in Europe, and 6.73 percent to US$29.46 in Asia. Table: 30-Day Rolling Averages of 128Mb DRAMs (PC133, 16M x 8) April 19-May 18, 2001 (survey by ICIS-LOR)Area Contract price Week-on-week comparison North America US$4.43 0.00% Europe US$4.33 0.00% Asia US$4.05 -0.76% *Week-on-week comparison is the comparison with the 30-day rolling averages of April 12-May 11, 2001. Previous report: Prices for Large Users Stop Falling in North America, But No Rise in Sight (Tamao Kikuchi, Nikkei Market Access)

To: Proud_Infidel who wrote (47661)	6/6/2001 4:54:55 PM
From: michael97123	Read Replies (1) \| Respond to of 70976

U.S. PC market to show first unit decline ever in 2001, says IDC Brian, This is good news. Much like after a slowdown, the nations fleet of cars gets old. Add sales and price slashing to the mix and then bring on the new technologies that will start another upcycle. It doesnt get much worse(better)than this. Another reason the bottom is in. In a couple of months the same news for cell phone technology. Brian, I am confident over the long haul that you will make more money on the next upturn than any other threaders--yoyo's, option writers, option buyers, et al. I love them all but I believe in the ltbh philosophy as the winner in this coming cycle. Mike

To: Proud_Infidel who wrote (47661)	6/6/2001 4:54:55 PM
From: michael97123	Read Replies (1) \| Respond to of 70976

Another double dip at SI. Why cant they fix this bug?

To: Proud_Infidel who wrote (47661)	6/6/2001 5:30:49 PM
From: LemurHouse	Read Replies (1) \| Respond to of 70976

<<PC shipments will remain flat for next two years>> Interesting article. But I wonder what gives IDC the confidence to make the bold assertion (prediction? estimate? WAGuess?) that "PC shipments will remain flat for the next two years." I see little reason to believe that such will be the case, and indeed there is plenty of reason to believe the contrary. Two years is a long time, and anyone who claims to be able to see that far in advance with such precision is either kidding themselves or a particularly accomplished nauscopy. (Look that one up in your Funk & Wagnels!) AD