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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Paul A who wrote (22379)	8/1/2001 8:17:21 AM
From: orkrious	Read Replies (2) \| Respond to of 30051

How the hell can MER upgrade MU with news such as this? Even if demand improves, is it going to improve that much? [World DRAM Price] Spot Price of 256Mb DRAMs Declines More Than 50 Pct. in 6 Months August 1, 2001 (TOKYO) -- The 30-day rolling average spot prices of 128Mb DRAMs declined to US$1.00 in Asia. There is no exception to the trend as concerns 256Mb DRAMs; their prices declined to less than half compared with the prices six months ago. Between the end of 2000 and the first quarter of 2001, there was a DRAM generation transition, or bit-cross, from 64Mb to 128Mb through price competition, resulting in a severe price decline trend. It seems that history will repeat itself, in that there will be a next price competition between 256Mb DRAMs and 128Mb DRAMs in the second half of 2001. 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 (PC133, 16M x 8) from June 14-July 13, 2001 for large-volume users were US$3.01 in North America, US$3.07 in Europe, and US$3.00 in Asia. Compared with the previous week (30-day rolling average prices through July 6), the prices fell 5.95 percent in North America, 4.73 percent in Europe, and 7.04 percent in Asia. As for memory-module prices, the spot price of 128MB DIMMs (PC133) fell 5.34 percent to US$16.70 in North America, 12.05 percent to US$18.03 in Europe, and 11.08 percent to US$15.60 in Asia. Table: 30-Day Rolling Averages of 128Mb DRAMs (PC133, 16M x 8) June 14-July 13, 2001 (survey by ICIS-LOR)Area Contract price Week-on-week comparison North America US$3.01 -5.95% Europe US$3.07 -4.73% Asia US$3.00 -7.04% *Week-on-week comparison is the comparison with the 30-day rolling averages of June 7-July 6, 2001. Previous report: Spot Price of 128Mb DRAMs Continues to Drop (Tamao Kikuchi, Nikkei Market Access)

To: Paul A who wrote (22379)	8/1/2001 8:52:44 AM
From: TREND1	Read Replies (2) \| Respond to of 30051

Paul You wrote "In the meantime, it should give some pleasure to the bulls that ill take my lumps this morning. One step closer to the oh so horrible ending my dad Larry predicts for me" Hey Paul I already have a son. I am Larry J. Dudash and he is Larry H. Dudash (30 years old). ...and he calls me an old man also(g) Larry J. Dudash