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: Jerome who wrote (19197)	5/30/2006 8:14:47 PM
From: Sarmad Y. Hermiz	Respond to of 25522

Jerome, I agree with your positive expectations for INTC. I don't know whether you follow all that's written about Intel, but June 1, June 4, June 6 and June 26 are dates when the stock will likely have a larger than routine move. June 1. AMD has an analyst day exposition. Many AMD hopefuls expect AMD to come out with some response to Intel's new products. I expect AMD has nothing, and Intel will move up a little. June 4. The non-disclosure agreements expire on a bunch of system reviews for Intel's core 2 chips. I expect more positive hype. June 6. There is some show that both Intel and AMD will display their wares. Should be supportive to Intel. June 26. Intel launches its new server chips. Again, should be incrementally positive. I think the maximum negative uncertainty is prior to Thursday. If AMD does not show a conroe killer, the up-trend in Intel will go to at least year end. Sarmad

To: Jerome who wrote (19197)	5/30/2006 9:37:53 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 25522

Memory Bulletin: NAND glut seen in '06 Mark LaPedus EE Times (05/30/2006 4:24 PM EDT) SAN JOSE, Calif. — There is expected to be a slight oversupply of NAND-based flash memories in the marketplace for 2006, although supply is projected to become tight in the second half of this year, according to an analyst. “Overall, we believe that the NAND flash market is unique in that bit supply has grown at a rate of 200 percent since 2002 with demand completely absorbing capacity,” said Satya Chillara American Technology Research Inc., in a report. “Supply remained in oversupply mode in 1Q ‘06 due to seasonality, but we believe that in 2Q ‘06, we should start seeing signs of tightness in the NAND industry,” he said in the report. In total, however, there is expected to be a 1-to-2 percent oversupply of NAND flash memories for 2006, according to the analyst. Supply bit growth is projected to hit 641,031 terabytes (TB) in 2006, up 198 percent over 2005, according to the firm. Demand bit growth is projected to hit 636,572 TB in 2006, up 194 percent over 2005. The largest market for NAND is MP3 players (37 percent), followed by digital cameras (25 percent), USB drives (17 percent), cell phones (14 percent) and others (5 percent), according to the firm. This does not add up to 100 percent due to rounding, it said.