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

To: Jerome who wrote (48716)	7/4/2001 8:44:51 PM
From: Gottfried	Read Replies (2) \| Respond to of 70976

Jerome, I won't attempt a comparison between AMAT and group "backlog" because the "group backlog" is not correct. It ignores order cancellations [I have no way to get those]. The AMAT backlog is more reliable because it comes from the quarterly report of Applied. I show "group backlog" for amusement only, or as an "illustration". Gottfried

To: Jerome who wrote (48716)	7/5/2001 11:04:50 AM
From: Proud_Infidel	Respond to of 70976

[World DRAM Price] Spot Prices for DRAMs Drop Below US$3 July 4, 2001 (TOKYO) -- The price drop is continuing for volume users and spot prices of 128Mb DRAMs (PC133, 16M x 8). The spot prices dropped to the level of US$3 in the first quarter and they fell below that mark in the second quarter. The situation is getting very difficult for DRAM microchip manufacturers. According to a worldwide DRAM price survey conducted by ICIS-LOR, based in London, Houston, and Singapore, the 30-day rolling average prices of 128Mb DRAMs (for May 17 through June 15) for large-volume users were US$3.86 in North America, US$3.35 in Europe, and US$3.68 in Asia. Compared with the previous week (30-day rolling average prices through June 8), the prices fell 6.94 percent in North America, 7.12 percent in Europe, and 2.99 percent in Asia. As for the memory-module prices, the spot price of 128MB DIMMs (PC133) fell 8.91 percent to US$21.67 in North America, 5.11 percent in Europe to US$26.61, and 5.30 percent to US$22.14 in Asia. Table: 30-Day Rolling Averages of 128Mb DRAMs (PC133, 16M x 8) May 17-June 15, 2001 (survey by ICIS-LOR)Area Contract price Week-on-week comparison North America US$3.86 -6.94% Europe US$3.35 -7.12% Asia US$3.68 -2.99% *Week-on-week comparison is the comparison with the 30-day rolling averages of May 3-June 1, 2001. Previous report: Rate of Decline Accelerates for Volume Users and Spot Prices (Tamao Kikuchi, Nikkei Market Access)