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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: Moominoid who wrote (11093)	11/12/2001 8:24:48 AM
From: smolejv@gmx.net	Respond to of 74559

Dataquest: DRAM-crisis will persist for next few years No Improvement in sight Tokyo - Revenue slumps of fat 67% are being predicted for the DRAM-producers for this year. In other words: while in 2000 the DRAM-producers generated 31.5BUS$ in revenues, they will end year 2001 with only 10.5 BUS$. And this is not the end of it: according to Dataquest analyst Andrew Norwood "the signs for 2002 are bad". He expects another pullback of 19%, corresponding to the revenues of only 8.5 BUS$. This number stands in stark contrast to the record year 1995 with its total revenues of 41.8 billion dollars. Norwood sees the DRAM-producers entering dramatic times:"All DRAM-producers are at the moment losing money and they will continue to do so - up to Q4 of 2002. Some of them may not be able to survive that long." Some companies may already be hard hit and are held overwater only by investors who expect a market improvement next year - Hynix is such an example. Some, for example Samsung, are in a better shape because of their market dominance, and some are getting ready to exit the market. Toshiba for instance is in cooperation talks with Infineon. "When the market comes back, there may be only four big players left and not anymore the present six", warns Norwood. from Markt&Technik 44/2001 Worldwide DRAM revenues in Billion us$ 1995 41.8 2000 31.5 2001 10.5 2002 8.5