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

To: Gottfried who wrote (16836)	12/13/2005 10:43:07 AM
From: The Ox	Read Replies (1) \| Respond to of 25522

G, You're hired! Now, go kick some butt!

To: Gottfried who wrote (16836)	12/13/2005 2:39:26 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 25522

DRAM market to fall in 2006 EE Times (12/13/2005 10:31 AM EST) SAN JOSE, Calif. — Market research firm iSuppli Corp. predicts that the DRAM market will suffer in the fourth quarter of 2005, with a slight downturn projected in 2006. Global DRAM sales are expected to decline to $23.97 billion in 2006, down 5.1 percent from $25.25 billion in 2005, according to iSuppli. However, DRAM market revenue is expected to rebound in 2007, rising 12 percent to reach $26.8 billion, according to the firm. Meanwhile, the DRAM market is ending on a sour note in 2005. During the fourth quarter, prices for 256- and 512-Mbit Double Data Rate (DDR) SDRAM have decreased by about 20 percent, according to iSuppli. iSuppli is cautiously predicting that prices will remain on the decline through the end of 2005, before a slight rebound occurs in the first quarter of 2006. Prices will strengthen due to slowing bit production growth among DRAM suppliers. DRAM bit production is expected to grow by only about 10 percent in 2005, compared to 62 percent in 2004, iSuppli predicts. Many DRAM suppliers already are selling parts at prices below their manufacturing costs, and thus are holding the line on further production hikes and price cuts. Furthermore, leading DRAM suppliers Samsung Electronics Co. Ltd. and Hynix Semiconductor Inc. have become more aggressive in their efforts to convert their fabs from making DRAM to producing a more lucrative product: NAND-type flash memory. While prices are expected to strengthen in the first quarter, the overall outlook for 2006 appears less positive.

To: Gottfried who wrote (16836)	12/13/2005 3:13:06 PM
From: Proud_Infidel	Respond to of 25522

China market: LCD TV shipments up 400% through first three quarters DigiTimes Staff, Beijing; Emily Chuang, DigiTimes.com [Tuesday 13 December 2005] Flat panel TVs shipments (including LCD TV and PDP TVs) in the China market enjoyed significant growth through the first three quarters of this year. However, shipments for RPTVs (rear-projector TVs) dropped 28.2% sequentially in the same period, according to a report from China’s Ministry of Information Industry (MII). LCD TV shipments totaled 2.641 million units for the first nine months of 2005, up 440% compared to the same period in 2004, the report showed. PDP (plasma display panel) TV shipment growth in the first three quarter of this year, with shipments totaling 544,000 units, a 312% on-year jump. RPTV shipments, by contrast, decreased to 554,000 units in the January to September 2005 timeframe, down from 772,000 units the same period in 2004, the report said.

To: Gottfried who wrote (16836)	12/14/2005 8:15:23 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

Global chip equipment Oct sales down 12.2 pct y/y Wed Dec 14, 2005 03:02 AM ET TOKYO, Dec 14 (Reuters) - Global sales of microchip equipment fell for a ninth straight month in October, but a recovery trend in demand for tools to make and test semiconductors is likely to have remained intact, an industry group said on Wednesday. October sales fell 12.2 percent from a year earlier to $2.57 billion, the Semiconductor Equipment Association of Japan (SEAJ) said. Although the decline expanded slightly from 10.9 percent in September, October's slide was far smaller than the 29.1 percent tumble in June and the 21 percent fall in July, indicating demand remained on a recovery track, an SEAJ spokesman said. The SEAJ compiles the monthly data with another industry group, California-based Semiconductor Equipment and Materials International (SEMI). SEMI said last week that chip equipment sales were estimated to fall 11.2 percent in 2005, hit by a cyclical downturn in the semiconductor industry. It said, however, sales would likely rise 9.1 percent in 2006, followed by two years of double-digit growth as chip makers invest aggressively in advanced production plants, brightening the outlook for major chip equipment makers such as Applied Materials Inc. (AMAT.O: Quote, Profile, Research) and Advantest Corp. (6857.T: Quote, Profile, Research) . Following are October chip equipment sales figures (in million dollars, with percentage change from year earlier in parentheses): Value year/year Japan 682.645 (+4.6) N. America 529.493 (+2.9) Europe 255.571 (-6.4) S. Korea 309.110 (+1.6) Taiwan 419.895 (-45.6) China 121.906 (-20.8) Others 255.137 (-1.9) OVERALL 2,573.758 (-12.2)