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

To: The Ox who wrote (53477)	8/29/2011 11:50:44 AM
From: FJB	2 Recommendations Read Replies (1) \| Respond to of 95564

Analyst predicts DRAM price plunge in 2H11 http://www.eetimes.com/electronics-news/4219378/Analyst-DRAM-price-plunge 8/29/2011 8:45 AM EDT LONDON – The second half of 2011 is shaping up to be a DRAM buyer's dream as the price for the memory component is set to go into free-fall, according to market research firm IHS. The average selling price for the 2-Gbit DDR3 DRAM – a bellwether product – is projected to drop to $1.60 in the third quarter, down 24 percent from $2.10 in the second quarter. In 4Q11 the price could plummet another 22 percent to $1.25, close to cash costs for many manufacturers, said IHS. In the second quarter the market declined 5 percent from 1Q11. "Contrary to typical seasonal patterns in which prices are very soft during the second quarter, that period this year saw relatively flat, unchanged DRAM pricing compared to the first quarter," said Mike Howard, principal analyst, DRAM and memory, at IHS. "The third quarter is shaping up to be pretty bloody for DRAM makers. The combination of inventory reductions by DRAM makers and more bits coming out of the fabs is resulting in a very soft pricing environment." There could be as much as a 15.9 percent increase in shipments in the third quarter, and prices are not expected to firm up because of that, IHS said.

To: The Ox who wrote (53477)	8/30/2011 6:20:10 PM
From: Donald Wennerstrom	5 Recommendations Respond to of 95564

Ox, Thanks for popping by and saying "hello". You should do more of that, as you used to do in the "old days". I agree with you, this board is really starting to "hum" more and more. It just keeps getting better and better IMO. <<Excellent discussion lately. Thanks to all.>> Jacob, RtS, and several others have been contributing more and more as time progresses. That is very helpful to all the readers. I encourage others to also contribute. This board started in 2000 so it is now 11 years old(I feel a hell of a lot older too):-( During these 11 years, the world has kept changing at a faster and faster pace. In the "old days" our markets were much more affected by what happened in the U.S. and not so much the World. Now, we wake up every morning wondering what new "calamity or positive news" in all areas of the World is going to give us an up or down day in the market. More than ever then, in order to trade stocks and make money in the "semi" area, news is important, but perhaps even more important is the ability to look at charts, tables, and other aids, both in the semi area as well as the overall economy. Technical chart and tabular analysis is extremely helpful in anticipating market movements. As you all know, the semi area does not exist in a vacuum, the overall economic environment has a tremendous impact on semi stock prices. The other thing that pleases me about this board has been the ability of contributors, in the past and lately, to put forth their ideas and argue their positions in a respectful manner. This ability is perhaps the "heart" of a good board, because that ability makes us all better investors as time progresses. I happen to think that the contributors and readers of this thread have already sharpened their investor abilities to way beyond the average investor skills. Therefore, respectful contributions and arguments about the "semis and the market" will be of further benefit to us all. We are not always going to agree, but that's what makes up think harder about our position and whether it is right or wrong. Thanks again to everyone for your support. Don