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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: StanX Long who wrote (171)	10/30/2001 8:43:33 PM
From: Jerome	Read Replies (3) \| Respond to of 25522

Stan/Brian/Bob....if business conditions keep deteriorating the semi's will have a tough go of it, along with everything else..if this premise is true would it be reasonable to expect a number of mergers in this industry? There have been some comments by analysts in recent days that LRCX will have a tough time as a stand alone company. I don't know enough about LRCX to comment on this with any certitude. I own LRCX and use it as a trade and option vehicle when the stock price and option price get to a certain relationship that I think is favorable. What other companies could be forced into mergers because of a tough business environment? Regards, Jerome

To: StanX Long who wrote (171)	10/31/2001 7:23:47 AM
From: Proud_Infidel	Respond to of 25522

[World DRAM Price] Contract 128Mb DRAM Price Drops Below US$1.50 October 31, 2001 (TOKYO) -- The 30-day rolling average prices of 128Mb DRAMs (PC 133, 16M x 8) dropped below US$1.50 except in the European market, while the prices of 4Mb DRAMs remained at about US$1. According to a worldwide survey of DRAM prices by ICIS-LOR, an information service company with bases in London, Houston, and Singapore, the rolling average prices of 128Mb (PC133, 16M x 8) for the 30-day period from Sept. 13 through Oct. 12, 2001 for large-volume users were US$1.44 in North America, US$1.60 in Europe, and US$1.48 in Asia. Compared to the previous week (the 30-day rolling average ending Oct. 5), the prices fell by 1.94 percent in North America, by 2.75 percent in Europe, and by 3.27 percent in Asia. As for the prices of memory modules, the spot prices of 128MB DIMMs (PC133) declined from the previous week by 4.54 percent to US$11.17 in North America, by 1.43 percent to US$12.17 in Europe, and by 3.42 percent to US$10.96 in Asia. Table: 30-Day Rolling Averages of 128Mb DRAMs (PC133, 16M x 8) Sept. 13-Oct. 12, 2001 (survey by ICIS-LOR)Area Contract price Week-on-week comparison North America US$1.44 -1.94% Europe US$1.60 -2.75% Asia US$1.48 -3.27% *Week-on-week comparison is the comparison with the 30-day rolling averages of Sept. 6-Oct.5, 2001. (Tamao Kikuchi, Nikkei Market Access)