http://stockmarketbeat.com/blog1/2007/03/16/semi-equipment-orders-starting-to-drop/ Our beat: The stock market. Our job: Beat it. Fri, 21 Nov 2008 04:51:40 +0000 http://wordpress.org/?v=2.2.1 http://stockmarketbeat.com/blog1/2007/03/16/semi-equipment-orders-starting-to-drop/#comment-20892 Don’t Expect DRAM Prices to Rebound in the Second Half - Stock Market Beat - Our beat is the stock market. Our job is to beat it. Tue, 20 Mar 2007 19:55:55 +0000 http://stockmarketbeat.com/blog1/2007/03/16/semi-equipment-orders-starting-to-drop/#comment-20892 [...] Firms have been pumping out DRAM chips expecting the market to chew them up to run Vista on. The over-supply has sent prices tumbling. Vendors reckon demand will kick in later this year to help prop up prices. Or, more likely, vendors hope demand will kick in later this year. Furthermore, with all the new supply being added it is unlikely to be absorbed even if demand does pick up. We don’t thing prices will rebound in 2007, although the stocks may bottom this year ahead of the bottom in industry fundamentals. [...] […] Firms have been pumping out DRAM chips expecting the market to chew them up to run Vista on. The over-supply has sent prices tumbling. Vendors reckon demand will kick in later this year to help prop up prices. Or, more likely, vendors hope demand will kick in later this year. Furthermore, with all the new supply being added it is unlikely to be absorbed even if demand does pick up. We don’t thing prices will rebound in 2007, although the stocks may bottom this year ahead of the bottom in industry fundamentals. […]

]]>