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

To: Gottfried who wrote (1713)	7/22/2002 10:22:13 PM
From: Ian@SI	Read Replies (1) \| Respond to of 25522

An interesting release from VLSI... VLSI RESEARCH INC Chip Price Performance Index Increases to 85 in Second Week of July San Jose, CA: VLSI?s CPPI spot-market IC pricing index entered the Back-to-School Season with a jump of 1.5 points. The CPPI-to-Moore?s-Law gap widened for the sixth week, moving from 13.7 to 16.2 points. The increase came from DRAMs where spot prices exploded out of their doldrums with a 9.1% increase over the previous week. Spot prices of all DRAM categories were up. With DRAM makers regaining traction after moderating their capacity throttles, it proves that underlying demand is there. However, DRAMs were the only bright spot. Flash and Chipset spot market prices remained unchanged and CPUs declined by 1.3%. CPU spot prices may continue to decline as Intel will introduce its 2.8 GHz P4 in the coming weeks. So, it?s not bad news, it?s new technology driving the action. During the week, Micron and Dell both confirmed The Chip Insider?s prior assessment that the PC market was picking up. It all makes sense as we?re past the summer doldrums. So, we?re off to the races again. VLSI?s CPPI* Index (12/31/2001 = 100) 7/15 7/8 7/1 6/24 6/17 6/10 6/3 5/27 85.0 83.5 83.5 82.9 83.6 84.2 82.5 107.1 * VLSI?s Chip Price/Performance Index measures chip prices relative to performance and functionality. It is the only indicator of industry health that factors out the normal price decreases that occur due to Moore?s Law. The CPPI is re-indexed to 100 at the turn of each year. A CPPI of 50 means the industry delivered roughly the same functionality for half the price at the first week of the year or double the functionality for the same price.