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

To: Proud_Infidel who wrote (412)	11/9/2001 7:22:53 PM
From: Proud_Infidel	Respond to of 25522

DRAM bit growth up 42%; but selling prices drop 90% How do you put a positive spin on the loss-ridden DRAM industry? Just talk to the DRAM vendors. Despite the current and sharp downturn in the DRAM market, the unit volumes will dramatically increase in 2002 and beyond, predicted Avo Kanadjian, vice president of marketing for Rambus Inc. of Mountain View, Calif. "In a PC, I believe that the average memory in a system will increase from 128- to 256-megabtyes," he said in an interview at the Gartner Dataquest Semiconductors 2001 conference this week. The worldwide DRAM market grew by some 42% in terms of bit-rate growth in 2001 over 2000, according to Dataquest Inc. of San Jose. But the problem is that the average selling price (ASP) for a DRAM dropped 90% this year, turning the market into a blood bath, they added.--M.L.