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 : Cymer (CYMI) -- Ignore unavailable to you. Want to Upgrade?

To: Curlton Latts who wrote (21543)	3/30/1999 10:22:00 PM
From: Rick Kawala	Read Replies (1) \| Respond to of 25960

> DRAM Market Back In Gear I'm suspicious of a forecast that says that the DRAM market, which is somewhat mature and has a tendency to large and rapid price cuts, is supposed to nearly triple in 2 years (end-1999: $22b to end-2001: $59b). And more to the point for CYMI, the forecast says that capital spending on equipment is going to be halved this year. Best, Rick

To: Curlton Latts who wrote (21543)	3/31/1999 3:54:00 AM
From: Mani1	Read Replies (1) \| Respond to of 25960

Curlton Re <<DRAM Market Back In Gear>> Thanks for the link. It does not really jive with street pricing of DRAM, 64M of PC 100 SDRAM is now selling for only $60. Hopefully this will be the end of the down cycle, but I don't think so. World Chip Sales Suffer Big Decline dailynews.yahoo.com SAN FRANCISCO (Reuters) - Worldwide sales of semiconductors in 1998 suffered their biggest decline since 1985, as production overcapacity lead to steep price drops in many product areas, fueling a revenue decline of 8.4 percent. According to Gartner Group's Dataquest, a market research firm based in San Jose, Calif., total semiconductor sales in 1998 were $134.8 billion, a drop of 8.4 percent from 1997 total sales of $147.2 billion. ''Semiconductor vendors around the world were glad to see the last of 1998,'' Dataquest wrote in its final annual semiconductor survey. ''The continued overcapacity in DRAM (dynamic random access memory chips) spread to other product categories and dragged most ASPs (average selling prices) down.'' Santa Clara, Calif.-based Intel Corp. (Nasdaq:INTC - news) remained the world's largest chip maker, with a 16.9 percent share of the world semiconductor market. Intel, which makes the brain chips used in about 80 percent of the world's personal computers, saw its year-over-year revenues grow 4.8 percent to $22.8 billion. Japan's NEC Corp. (Nasdaq:NIPNY - news), while remaining number two after Intel, saw its revenues drop 20.4 percent to $8.1 billion and Motorola Inc. (NYSE:MOT - news), which remained number three, saw a 12.2 percent decline in revenues to $7 billion. Notably, Lucent Technologies Inc. (NYSE:LU - news), which went up one notch to number 14 from number 15 last year, had the fastest revenue growth rate among the top 20 chip makers. Lucent's revenues grew 15.9 percent to $3.2 billion.