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

To: matt dillabough who wrote (20777)	9/29/2006 9:26:24 AM
From: matt dillabough	Read Replies (2) \| Respond to of 25522

Glut is expected in NAND market - WSJ WSJ reports chip makers are hopeful that a computer operating system that Microsoft (MSFT) plans to launch next year will lead to wider use of NAND flash-memory chips in personal computers, but the system is unlikely to be a strong enough catalyst to prop up prices in the seasonally weak first half. Prices of NAND flash-memory chips, used in music players and digital cameras, have been rising in recent weeks on expectations that new applications by big consumer-electronics makers will soak up excess supply in the mkt. Many analysts say the increase isn't sustainable. As cos such as Samsung Electronics, Hynix Semiconductor and Toshiba boost capacity in their quest to gain more share of the NAND flash-memory mkt, many analysts are concerned about a potential glut in the first half of 2007, even though they remain upbeat about the rest of this year. "Every chip maker is being aggressive in their capacity expansion plans," said Chang-Eyun Yu, an analyst at BNP Paribas in Seoul. "Unless there is a new killer application which could potentially absorb all the supply, seasonal downturn in the first half of 2007 is somewhat inevitable."