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


To: Return to Sender who wrote (32582)9/14/2006 9:07:43 AM
From: sixty2nds  Respond to of 95396
 
07:37 DRAM contract prices to sustain growth on continue shortage - Digitimes

Digitimes reports following a recent up-tick in the contract pricing of DRAM and Samsung Electronics' observation of a DRAM shortage, Nanya Technology is echoing the general mood of optimism, indicating that recent demand from PC OEMs is indeed strong. Nanya projects that DRAM contract prices will sustain their strong momentum through November. Some industry sources indicate that DRAM makers are proposing they negotiate contract deals with PC OEMs more frequently, in order to achieve increased profitability. Mainstream contract prices for DRAM generally saw a continuous up-trend from late August, according to figures posted by DRAMeXchange. The latest contract quotes from DRAM makers show that 512Mbit DDR2-533 enjoyed the highest sequential growth among mainstream chips.



To: Return to Sender who wrote (32582)9/14/2006 12:05:34 PM
From: Donald Wennerstrom  Respond to of 95396
 
Yes, when stocks rise on "not so good news", the "market" is looking forward to better times.

We may have a slowdown coming in Bookings and Billings for the semi-equips, but how much and for how long is still to be revealed.

I still think the key is chip sales. If they keep steady, or rise, as presently anticipated for the next 2 years, semi-equips should be close behind IMO.

Don