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Condensed translation of the news between brakets
Prices of DRAM ain't no more interesting "very low"
so the big producers (Samsung & Hyunday) will
reduce the production of DRAM and increase the
production of the more rewarding SRAM.
gg
((>>Calano prezzi DRAM, produttori puntano su SRAM
Radiocor - Seul - Nuove strategie commerciali in vista per
Samsung Electronics, Hyundai Electronics e altri esportatori
coreani di semiconduttori: il cambio di rotta e' reso
necessario dal brusco calo dei prezzi dei DRAM (Dynamic
Random Access Memory) sul mercato mondiale che ha provocato,
recentemente, anche un crollo delle azioni dei loro titoli
in Borsa.
Per differenziare le fonti di reddito e aumentare il valore
aggiunto, i 'big' della componentistica coreana stanno
potenziando la propria offerta nella tecnologia SRAM (Static
Random Access Memory (SRAM).
Samsung Electronics, ai primi di settembre ha reso nota
l'intenzione di diminuire la sua produzione di memory
dall'attuale 75% del totale al 50%. Anche Hyundai
Electronics ha annunciato oggi il rafforzamento della sua
produzione di SRAM utilizzate prevalentemente nella
telefonia cellulare. Hyundai Electronics, che ha venduto 100
milioni di SRAM nel '99, prevede vendite di 500 milioni
quest'anno.
Chz
21-09-00 12:52:00 (1108) 5 NNNN <<<<))
At 08:26 AM 21/09/2000 -0400, you wrote:
>My take on the DRAM Shortage...
>
> Has anyone else tried to buy DRAM lately? I tried to get a PC133
> 256MB CL2
>DIMM and they wouldn't even take my order for 2 weeks because of the back
>log. Now I don't know for sure that there is a shortage of DRAM in the
>market or not but I know that there is a shortage of PC133 256MB CL2 DIMMS.
>Could it be that there is not a shortage of the old stuff and there is a
>shortage of the good stuff? Maybe trading off of a rumor should include
>buying straddles.
>
>Michael
>
>-----Original Message-----
>From: owner-metastock@xxxxxxxxxxxxx
>[mailto:owner-metastock@xxxxxxxxxxxxx]On Behalf Of Guy Tann
>Sent: Thursday, September 21, 2000 12:13 AM
>To: metastock@xxxxxxxxxxxxx
>Subject: RE: Re[2]: DRAM shortage?
>
>
>It's good to see the list's mother back and contributing absolutely nothing
>again.
>
>Mark just tends to babble and take shots at anyone here he feels like
>attacking. He is a shill trying to peddle his "language" I think, but with
>his personality, I'd be surprised if he could sell anything. Again, I'm
>waiting for him to make a positive contribution to the list, but I've been
>waiting for a couple of years and it hasn't shown up yet.
>
>As I put in my email, we're holding this stock for a while in case this DRAM
>rumor of a Q4 shortage is real. Since I have no idea whether it is or not,
>I'm buying some for my own account. In case anyone wants to follow this
>trade (since Mark hinted we were out at the high of the day), we're long MU
>at 60 1/2. We're also long TSM at $28 3/8 (I think, going from memory here)
>and we'll hold these for a while, regardless of our other signals.
>
>In terms of becoming a professional trader, my recommendation was for the
>person keep his day job and work on his trading methodology on a part-time
>basis. Unless you have deep pockets or trade other people's money, or are a
>broker yourself, I don't recommend this as a career choice. Or, there is
>always the possibility that Mark might grow up and the list gadfly position
>might become open. :)
>
>And finally, since Mark seems to think we might be in the biz, please don't
>anybody send me any money, please! And no requests for us to manage your
>accounts, that's Mark's business I guess and he doesn't like the
>competition. Anything like this would ruin my amateur standing and then the
>list would be subject to many more of his rants using poor grammar and
>spelling.
>
>Guy
>
>" When I die, I want to go peacefully like my grandfather did, in his sleep.
>Not yelling and screaming like the passengers in his car."
>
>-----Original Message-----
>From: owner-metastock@xxxxxxxxxxxxx [mailto:owner-metastock@xxxxxxxxxxxxx]On
>Behalf Of Mark Brown
>Sent: Wednesday, September 20, 2000 3:24 PM
>To: metastock@xxxxxxxxxxxxx
>Subject: Re[2]: DRAM shortage?
>
>Hello James,
>
>JP> Hello Guy,
>JP> Nice trade on MU yesterday. Although things are a litle rocky taday it
>seems
>JP> to be holding nicely.
>
>yes up 9/16 on the day, of course i expect Guy was able to finesse a
>exit on the high of the day.
>
>JP> When you say the rumour on the street in Silicon Valley is that there is
>JP> going to be a shortage of DRAM, what do you mean? Word of mouth from
>people
>JP> you know? Are there any reasons that people think there is going to be
>a
>JP> shortage? I read a few weeks ago thatToshiba contracted out a huge
>amount
>JP> DRAM even though they are big manufacturers. The reason was they
>JP> anticipated not having enough DRAM. I'm curious if there is any pretext
>to
>JP> these rumours.
>
>yea i just call Steve Jobs at Apple today (we have a joint trading
>account) and he said he'd not heard anything, anyway the supply is
>very liquid right now so it seemed to him. my son who still lives and
>works in silicone valley (Sunnyvale) as a matter of fact, yes i
>was once a texas relocated valley guy myself dudes - he said memory
>has no long or short term problems other than the occasional rumor
>that seems to be driving the markets these days. remember the guy who
>was recently prosecuted for spreading rumors for sending out false
>and misleading information about a stock he owned? humm similarities
>abound don't they. what next will this list turn into the
>unsubstantiated stock rumor list?
>
>just wondering how i get in on the rumor before the guy spreading it
>buys his stock position in it?
>
>i'll subscribe how much is it?
>
>humbeling waiting for answers.. mark brown
>
>
>
>JP> Best regards,
>
>JP> James
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