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

To: advocatedevil who wrote (51451)	9/4/2001 9:17:40 PM
From: Gottfried	Read Replies (2) \| Respond to of 70976

AD, re >As for that particular ratio turning up, I can't get excited.< You're not supposed to get excited, but it may be a harbinger - pending further observation. :) Come to think of it: you're never excited. G.

To: advocatedevil who wrote (51451)	9/5/2001 8:11:07 AM
From: Proud_Infidel	Respond to of 70976

[World DRAM Price] DRAM Prices in Asia Persist in Falling Despite Inventory Adjustments September 5, 2001 (TOKYO) -- Inventories of DRAM makers in such Asian countries as Japan, Taiwan, and Korea have recently been below their one-month equivalents, however, the declining trend in DRAM prices has been persisting worldwide. According to the worldwide DRAM price survey conducted by ICIS-LOR, based in London, Houston, and Singapore, the 30-day rolling average prices of 128MB DRAMs (PC 133, 16M x 8) through Aug. 17, 2001 (July 19-Aug. 17, 2001) for large-volume users were US$2.17 in North America, US$2.30 in Europe, and US$2.30 in Asia. Compared with the previous week (the 30-day rolling average prices through Aug. 10, 2001), the prices fell 4.78 percent in North America, 2.69 percent in Europe, and 2.88 percent in Asia. As for memory-module prices (compared with the previous week), the spot prices of 128MB DIMMs (PC 133) fell 3.38 percent to US$13.91 in North America, 0.88 percent to US$14.06 in Europe, and 1.57 percent to US$12.83 in Asia. The major factor causing Asian inventories to be less than the one-month equivalent is the reduction of production lines by Japanese makers. Meanwhile, those makers in Taiwan are still in full operation. However, they have not managed to maintain prices. They have channels that enable them to sell products as long as they lower the prices. Such large makers as Toshiba Corp., Mitsubishi Electric Corp. and Germany's Infineon Technologies AG, are in a similar situation. Inventories of European makers are still plentiful. However, once worldwide inventories, including those of the United States and Europe begin to fall, there would be a risk for prices to skyrocket. Table: 30-Day Rolling Averages of 128Mb DRAMs (PC133, 16M x 8) July 19-Aug. 17, 2001 (survey by ICIS-LOR)Area Contract price Week-on-week comparison North America US$2.17 -4.78% Europe US$2.30 -2.69% Asia US$2.30 -2.88% *Week-on-week comparison is the comparison with the 30-day rolling averages of July 12-Aug. 10, 2001. Previous report: No Production Adjustments Seen Despite Continuous Price Declines] nikkeibp.asiabiztech.com (Tamao Kikuchi, Nikkei Market Access)