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

To: etchmeister who wrote (24165)	2/26/2010 12:27:20 AM
From: etchmeister	Respond to of 25272

DRAM contract prices go flat in 2H February, says DRAMeXchange Printer friendly Related stories Comments Email to a friend Latest news DIGITIMES Research - quarterly shipments data Advertisement Jessie Shen, DIGITIMES, Taipei [Thursday 25 February 2010] Contract prices for 1Gb DDR2 are at US$2.19-2.38 for the second half of February 2010, flat from the first half of month, according to DRAMeXchange. The 1Gb DDR3 segment also remains unchanged at US$2.41-2.56. A Chinese-language cnYes.com report cited DRAMeXchange saying contract prices for 1Gb chips have been stable in the second part of February mainly because PC OEMs already reached their contract deals for the entire month with chip suppliers earlier. DRAM contract prices are generally quoted twice a month. Average contract prices for 2GB DDR2 modules slid 2.4% to US$40 in the first half of February, whereas 2GB DDR3 parts grew 4.9% to US$43. The latter's price momentum is more sustainable than the former's due to the industry's transition from DDR2 to DDR3. The cnYes.com report also quoted DRAMeXchange's estimates saying March contract prices for 1Gb DDR3 may stay flat or drop slightly, and 1Gb DDR2 will likely go down. Notebook makers' shipments for the first quarter are likely to fall short of their estimates due to tight supply of some components as well as the impact of labor shortages in parts of China, according to the report. DRAM inventory at PC OEMs is now at almost 1.5 months.

To: etchmeister who wrote (24165)	5/14/2010 12:30:47 AM
From: etchmeister	Read Replies (1) \| Respond to of 25272

If one makes an effort looking at previous forecast from Castellano - it's as bad as is can get. !.) Doctore Castellano predicted chip equipment sales would falter severely in 2010 2.) Doctore Castellano predicted global IC sales would falter second half But somehow this moron managed to get a job with with Cramer who has probably more hair around his balls compare to the hair on his head. The most pessimistic forecaster was The Information Network, with a -32% forecast (for 2009) (note that seems to be Castellano's "outfit" - Our proprietary leading indicators, which show inflections in global economic activity several months out, show no signs of abating from upward growth through the third quarter. As part of our normal market analysis and forecasting, we have over the past 15 years correlated these indicators with semiconductor and semiconductor equipment growth. Shown in the chart is the correlation with semiconductor revenue. Looking ahead, it doesn't appear at this time that any downturn in the semiconductor industry will rear its ugly head through at least the third quarter of 2010. thestreet.com

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