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

To: etchmeister who wrote (14947)	5/12/2005 11:57:54 PM
From: etchmeister	Read Replies (1) \| Respond to of 25522

DRAM shares hit by Samsung¡¦s dreary industrial outlook Samsung electronics, the world's second largest semiconductor maker behind Intel, forecast that demand for DRAM will remain weak until 2007 in their annual investor meeting yesterday. Unlike most foreign brokerage houses that have raised their recommendation on the DRAM sector recently, Samsung feels that for the next 2 years oversupply of DRAM will still keep prices low and conditions will only improve once the dual core CPU from Intel and the operating system Longhorn from Microsoft becomes the mainstream. Samsung is planning on shifting some capacity to the NAND flash territory to help solve the over supply situation. Due to this news, Taiwanese DRAM makers like Powerchip (5346 TT, NT$24.5, -2%), Nanya Tech (2408 TT, NT$23, -1.3%) and Promos (5387 TT, NT$11.75, -2.9%) were all down heavily from market open despite another foreign brokerage raising its recommendation on the sector yesterday. The shares gradually recovered as the session wore on

To: etchmeister who wrote (14947)	5/13/2005 7:58:34 AM
From: Proud_Infidel	Respond to of 25522

etch, I was going to post thae exact story you did, but you beat me to it. BTW, 50% is about as high as it gets in DRAM if memory serves. But I guess that is not a true comparison, since the 50% readings I recall were mostly (all?) for DRAM and little to none for NAND. I only recall maybe one or two readings around the 50% level....and it is well off the 21% levels we saw several Q's ago. Brian Well, I guess it couldn't hurt if it was posted twice;-) Samsung says DRAMs down but flash up in '05, '06 EE Times (05/12/2005 2:41 PM EDT) SAN JOSE, Calif. — The DRAM industry is shrinking but the flash-memory market continues to explode, according to an executive from Korea's Samsung Electronics Co. Ltd. on Thursday (May 12). In a report from the Xinhua news agency in Hong Kong, a Samsung executive said that the DRAM market is projected to fall 4 percent in 2005 and another 12 percent in 2006. The decline is due to DRAM oversupply, which will continue until the third quarter of this year, according to the report. "We expect a strong rebound in the third and fourth quarters with strong PC shipment growth," said Robert Yi, a vice president at Samsung, in the report. It's a different story for NAND flash-memory, which is expected to grow 8 percent in 2005 and 36 percent in 2006, according to Samsung.