Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Road Walker who wrote (4724)	1/4/2003 9:54:25 AM
From: Sarmad Y. Hermiz	Respond to of 25522

>> They should make the end demand picture much clearer. Regarding recent end demand. ----------------------------------- zdnet.com.com Holiday PC sales meet expectations By John G. Spooner Special to ZDNet News January 2, 2003, 8:54 AM PT PC makers got what they expected for the holidays

To: Road Walker who wrote (4724)	1/4/2003 9:57:03 AM
From: Proud_Infidel	Respond to of 25522

Heard on the Beat Semiconductor Business News (01/03/03 05:01 p.m. EST) DRAM prices to take two paths DRAM prices are expected to take two different--and strange--paths for the month of January. For example, contract prices for older-generation SDRAMs are expected to rise in the first half of January, but leading-edge double-data-rate (DDR) SDRAMs are projected to fall, according to the DRAMeXchange Web site. Contract prices for 256-megabit DDR SDRAMs are expected to be around $6-to-$6.50 in the first half of this month, according to the Web site. In comparison, contract prices for 256-Mbit DDR SDRAMs ranged from $6.50-to-$7.00 in the second half of December 2002. Contract prices for older SDRAMs could go to above $5.00 and $3.00 for 256- and 128-Mbit parts, respectively, for the first half of this month, the Web site said. In comparison, contract prices for 256-Mbit parts were $4.25-to-$2.85 in the second half of December 2002, while 128-Mbit chips ranged from $1.75-to-$2.40, it added.