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: Big Bucks who wrote (6782)	8/14/2003 1:44:04 PM
From: Big Bucks	Read Replies (3) \| Respond to of 25522

Keep an eye on insider transactions, especially Somekh, Morgan, Wang, and Handel..... These guys know the business and are good predictors of future sales potential. finance.lycos.com

To: Big Bucks who wrote (6782)	8/14/2003 3:01:09 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

Gartner predicts Q3 boom in DRAM sales By Peter Clarke Silicon Strategies 08/14/2003, 1:08 PM ET EGHAM, England -- Gartner Dataquest is predicting a third quarter jump in DRAM sales with figures expected to be in excess of 35 percent ahead of those for the second quarter of 2003. That would take DRAM sales above $5 billion in the third quarter. The second quarter's sales were $3.723 billion down on sales of $3.743 billion in the first quarter (see August 14 story). An increase in DRAM sales would be consistent with a seasonal increase in PC sales augmented by PC chipsets that support increased use of double data rate DRAMs. However such a strong jump in sales would probably require a jump in DRAM prices along with increased unit sales.