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: C_Johnson who wrote (20852)	10/13/2006 2:27:25 AM
From: etchmeister	Read Replies (1) \| Respond to of 25522

Make a prediction. Put your game out there.... you can't really make a predictions because things can change rapidly but you have to maintain the perception that you actually can make a prediction (because that's what your clients expect from you) - as soon as your forecast is printed it might be already obsolete - I don't have clients - I can reevaluate on the fly but you are stuck with your clients and forecast. I think DT in conjunction with DRAMexchange was pretty helpful. The DXI started rising in Q1 2006 if I recall correctly; don't be snotty about DT - TW (chip) conmpanies provide monthly sales data about a month prior to SIA and DT is an excellent source for picking up this kind of info "real time". To: sixty2nds who wrote (27682) 12/28/2005 9:22:32 AM From: etchmeister of 32967 DDR2 prices said to be bottoming out due to tight supply Printer friendly Related stories Comments Email to a friend Latest news Hans Wu, Taipei; Rodney Chan, DigiTimes.com [Wednesday 28 December 2005] Samsung Electronics recently sent letters to its retailers indicating that the company’s DDR2 shortage will last through the end of the first quarter of next year, market sources claimed. And Nanya Technology spokesman Pei-lin Pai has disclosed that the company’s DDR2 supply for PC OEMs is running low. DRAM makers are hoping that the current tight supply of DDR2 may bring contract prices for the memory type up to the level for DDR, the sources added. DDR2 prices have plummeted due to oversupply, prompting DRAM makers to reduce production and shift back to DDR production. However, growing demand for DDR2-based systems in the business PC market is prompting OEMs to increase their orders for the memory type, the sources said. The increased demand has resulted in tight supply and is putting DRAM makers in a better position to negotiate prices with clients, the sources claim. In September, DDR2 contract pricing fell below DDR pricing, and the price gap widened until early December, and DRAM makers now hope the gap will be eliminated, the sources indicated. dramexchange.com