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 : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Joe NYC who wrote (214870)	10/25/2006 9:45:56 AM
From: jspeed	Respond to of 275872

Joe, www1.investorvillage.com

To: Joe NYC who wrote (214870)	10/25/2006 10:49:57 AM
From: FJB	Respond to of 275872

90-nm transition could limit DRAM supply Christoph Hammerschmidt (10/25/2006 7:14 AM EDT) URL: eetimes.com MUNICH, Germany — The present transition to 90-nm in the DRAM market could lead to pressures on supply through November, states market researcher DRAMeXchange. While DRAM transaction volume in the spot market trended down last week, causing DDR2 prices to slip further, the situation soon could change. Some major DDR2 memory makers are presently in the process of transitioning to 90-nm production, which could hinder shipments, according to DRAMeXchange. The worsening supply would help to turn the price tendency around. Thus, memory chip prices could stay firm through November. Contract quotes for DDR2 533MHz 512 MByte DIMM already climbed by $1 to $2 during the second half of October, the company said. Since some DRAM vendors still are encountering 90nm transition issues, the extended lead time pressures supply even further. As PC shipment usually peaks during the October to November time frame, PC OEMs can expect that DRAM shortage will continue until the end of that period. However, the market analysts do not believe that the situation persists in the mid-to-long term. eetimes.com