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


To: Proud_Infidel who wrote (6649)8/6/2003 9:18:49 AM
From: Proud_Infidel  Read Replies (1) | Respond to of 25522
 
[World DRAM Price] Prices Still Expected to Rise in August

August 6, 2003 (TOKYO) -- According to a world DRAM price survey conducted by ICIS-LOR, which has bases in London, Houston, and Singapore, the rolling average prices of 256MB DIMMs (PC2100) on the spot market in the 30-day period ended July 18, 2003 (June 19-July 18) were US$29.19 in North America, US$32.56 in Europe, and US$30.51 in Asia.

Compared with the previous week (the rolling average prices for the 30-day period ending July 11,) the prices rose 4.35% in North America, 3.84% in Europe, and 1.63% in Asia.<BR><BR>As for memory modules, the prices for 128Mb DRAMs (PC133, 16M x 8) for large-volume users in North America rose by 0.54% from the previous week to US$2.83, remained unchanged at US$3.03 in Europe, and unchanged in Asia at US$2.90.<BR><BR>The 30-day rolling average spot prices of the Double Data Rate (DDR)-type 256MB DIMMs continue to rise. This is because PC manufacturers do not seem to be curtailing their production plans thanks to the strong demand for use of enterprise PCs.<BR><BR>With such a climate, the DRAM prices will probably rise in August as well for both large-volume users and on the spot markets. At least they will not show signs of declining for large-volume users in the early part of August.

About ICIS-LOR's service: ICIS-LOR conducts DRAM price surveys on a daily basis in the three major world markets -- North America, Europe and Asia -- and provides the data to its members. Nikkei Market Access, in collaboration with ICIS-LOR, updates the 30-day rolling average DRAM prices every Wednesday. Nikkei Market Access also is a sales representative for ICIS-LOR.



To: Proud_Infidel who wrote (6649)8/6/2003 10:02:26 AM
From: robert b furman  Read Replies (1) | Respond to of 25522
 
Hi Brian,

Yup.Heard a guy say what China had for tools was junk.Huge need to build better stuff - goes along with the refurbishment of 6 inch wafer fabs.

China needs a lot of everything - high yiels of established tech will be needed - just to satisfy the million of masses.

An overlooked story at this point.

siliconinvestor.com

Sox going to reverse and breakout today?
Bob

Bob