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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Proud_Infidel who wrote (29168)3/9/2006 8:46:40 AM
From: sixty2nds  Read Replies (1) | Respond to of 95738
 
07:15 DRAMeXchange: DDR2 shortage to ease from late March, falling price of NAND to mitigate - Digitimes

Digitimes reports the markets for both DRAM and NAND flash tended to stabilize last week, providing a positive signal for buyers and NAND flash makers but an uncertain outlook for DRAM suppliers. The week also saw a crossover of DDR2 contract and spot prices, hinting at an easing, from March, of the shortage of DDR2, according to DRAMeXchange. NAND flash, which had suffered a dramatic price fall recently, finally showed signs of stability. The memory-trading firm regards the upcoming CeBIT (Mar 9-15) exhibition as providing a key indicator of long-term price trends for both DRAM and NAND flash.



To: Proud_Infidel who wrote (29168)3/9/2006 11:52:04 AM
From: etchmeister  Respond to of 95738
 
Out of VSEA but not LRCX and NVLS.
Just look at VSEA - it's now in the midpoint of yearly high and yearly low; based on todays low down 18 to 19%; NVLS 18%
finance.yahoo.com