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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (42795)	11/12/2005 2:49:20 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 69905

DRAM oversupply to continue weighing on pricing, says research firm Press release; Esther Lam, DigiTimes.com [Friday 11 November 2005] With global DRAM output continuing to grow, oversupply in the DDR and DDR2 segments will worsen over the upcoming months, and the effects can be expected to weigh on memory price trends in both the contract and spot markets, memory research specialist InSpectrum indicated. InSpectrum noted that the output ramp from both Taiwan and US makers were fairly stable in October, while a Germany-based memory maker reported output growth from its production partners. Japan and Korea based vendors, in the meantime, continue to report escalating output. Contract prices in the second quarter of November should drop further as some PC OEMs may receive special offers from memory makers. The highly volatile spot market should see limited transactions, as heavy trading may expose traders to dramatic price drops, of up to 5% in single day, InSpectrum predicted. Related stories: DRAM output up 9% in October (Nov 9) DRAMeXchange: Makers fight to slow contract price drops (Nov 9)