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

To: robert b furman who wrote (31866)	8/2/2006 2:55:42 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95566

Bob, You are beginning to get in "synch" with RtS.:) <<This time period is really beginning to remind me of October 1998.>> Don

To: robert b furman who wrote (31866)	8/2/2006 3:31:41 PM
From: etchmeister	Respond to of 95566

This time period is really beginning to remind me of October 1998. That's when you "fall back" on Gottfried's briefcase.... us.f13.yahoofs.com and than I look at the price trend for PC memory - I don't think the box makers like the trend at all - for crying out loud DRAM is probably the most profitable segement - but of course nobody has complete visibility: dramexchange.com Global memory chip sales rose 14 pct in Q2 Tue Aug 1, 2006 3:35pm ET138 Email This Article \| Print This Article \| Reprints [-] Text [+] SAN FRANCISCO, Aug 1 (Reuters) - Sales of computer memory chips in the second quarter jumped a higher-than-expected 14.3 percent as prices rose amid strong demand and a shift to a faster technology, market research firm iSuppli Corp. said on Tuesday. The sales momentum is also expected to continue throughout 2006 as computer makers gear up for the new school year and the year-end holiday season, both of which are important drivers of PC sales. Sales of dynamic random access memory, or DRAM, chips hit $7.5 billion in the second quarter, compared to $6.6 billion in the first quarter, iSuppli said in a report. The quarterly rise was stronger than the 4.4 percent growth expected by iSuppli. "Along with rising prices, tighter supplies and lower production, the DRAM market's strong performance in the second quarter was fueled by better-than-expected demand," iSuppli memory analyst Nam Hyung Kim said in the report. "DRAM makers that are savoring their second-quarter success will have more reason for celebration during the third quarter," Kim said. "With the back-to-school and Christmas seasons soon to arrive, more good things are ahead for DRAM suppliers." South Korea's Samsung Electronics (005930.KS: Quote, Profile, Research), the world's top DRAM supplier, saw sales rise 18.5 percent in the quarter to $2.1 billion, the report said. No. 2 Qimonda (QI.N: Quote, Profile, Research), the memory chip unit of Europe's Infineon <IFXGnDE>, saw sales rise 10.4 percent to $1.2 billion. Hynix Semiconductor (000660.KS: Quote, Profile, Research), also of South Korea, had growth of 22.1 percent, while Micron Technology (MU.N: Quote, Profile, Research) of the United States saw sales fall 3.6 percent. Instead of falling 4 percent as forecast, global DRAM prices rose 4 percent in the quarter, iSuppli said. Continued...