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

To: Proud_Infidel who wrote (2854)	9/4/2002 8:39:39 AM
From: Proud_Infidel	Respond to of 25522

VLSI's spot-market index falls amid chip price declines Semiconductor Business News (09/03/02 09:14 p.m. EST) SAN JOSE --VLSI Research Inc.'s spot-market IC pricing index fell 2.2 points to 77.9 for the week ended Aug. 26, compared to the previous period. This marks the sixth consecutive weekly decline for the index, according to the San Jose-based market research firm. VLSI's Chip Price/Performance Index (CPPI) measures chip prices relative to performance and functionality. It is an 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. This week's decline is the greatest of the past two months. “The drop came mostly from DRAMs and CPUs,” according to VLSI Research. “DRAM spot prices continued to fall for the fifth week in a row. Moreover, the rate of decline increased from 3.7% to 4.1%. DRAM spot prices hit the lowest levels of the year,” according to the firm. “CPUs had another week of decline; however, this week's drop of 4.7% was much more significant than last week's 0.8%. Overall, there is little new here and little to indicate if the upturn is really going to turn into a double-dipper,” it said. “Next month should be key, as September always is. The supply channel is clearly starting to prepare for the Christmas cycle, which starts soon. This run is particularly critical for the quarter and it will be key to next year,” it added.