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

To: Gottfried who wrote (809)	3/13/2002 10:31:27 PM
From: Proud_Infidel	Respond to of 25522

[World DRAM Price] Contract Prices Rise 10 Pct. for Third Straight Week March 13, 2002 (TOKYO) -- Demand for DRAMs has been shifting from 128Mb to 256Mb DRAM microchips, and this is mainly due to greater demand for notebook PCs than for desktop PCs. Other reasons for increasing demand for 256Mb products include an increase in memory capacity per unit, helped by the introduction of Windows XP. The rolling average prices of 128Mb DRAMs for the 30-day period ended Feb. 22 (Jan. 24-Feb. 22) for large-volume users rose about 10 percent, marking a 10 percent increase for the third straight week. The prices were US$2.47 in North America, US$3.25 in Europe, US$2.71 in Asia. Compared with the previous week's average prices ended on Feb. 15, a rise of 8.09 percent was marked in North America, an increase of 6.48 percent in Europe, and a rise of 15.44 percent in Asia. The figures are a part of a worldwide DRAM price survey conducted by ICIS-LOR, an information service company based in London, Houston, and Singapore. As for memory modules, the spot prices of 128MB DIMMs (PC133) increased from the previous week in all the three markets: by 1.95 percent to US$26.77 in North America, by 2.98 percent to US$29.27 in Europe, and by 4.14 percent to US$29.28 in Asia. In the autumn of 2001, 128Mbit DRAMs had inventories worth two or three months. In the meantime, an extreme shortage of 256Mb DRAMs (16M x 16) has caused prices to rise, because demand, which is limited for notebook PCs, is much firmer than previously expected. Therefore, a price upturn for 256Mb DRAMs will continue for a while. Table: 30-Day Rolling Averages of 128Mb DRAMs (PC133, 16M x 8) Jan. 24-Feb. 22, 2002 (survey by ICIS-LOR)Area Contract price Week-on-week comparison North America US$2.47 +8.09% Europe US$3.25 +6.48% Asia US$2.71 +15.44% *Week-on-week comparison is the comparison with the 30-day rolling averages of Jan. 17-Feb. 15, 2002. Previous report: Upward Price Trend Continues (Tamao Kikuchi, Nikkei Market Access)