The higher prices of Dram chips and the more profitable Nand flash memory products will help the company to record profit this year.
Quotes about dram (16 Quotes)
Although demand was about what we expected during the quarter, the average selling prices for our DRAM product line were lower than we planned. DRAM selling prices were under pressure, especially in November and December.
Micron is a world leader in DRAM and Flash Technology, and the addition of its CMOS imaging products further fortifies our memory product offering. Micron is a recognized authority of semiconductor solutions, and we are pleased to have this company on our line card.
It's very clear, NAND flash saved the DRAM industry from a major collapse. 2005 was not a good year for the DRAM industry, but it could have been a lot worse.
Today's charge demonstrates our continuing commitment to prosecute and deter cartels that harm American consumers. We are gratified to bring to justice another member of the DRAM cartel, which is one of the largest cartels ever discovered.
The times are past when DRAM chips were mainly built for the PC market. Nevertheless, the demand for memory chips has not decreased.
We expect to see overall DRAM pricing soften during the fourth quarter - maybe down 5 percent - but the decline will be within the manufacturers' normal cost reduction level.
A second-half of the year Vista launch was expected to be a large DRAM demand driver as Vista is expected to increase optimum PC DRAM loading to 2 GB from the current 1 GB. With Vista now delayed until 2007, DRAM demand drivers in the second half of the year could be absent.
Although I'm extremely bullish on the chip segment, Micron is the one stock I'm not recommending, ... I think they're going to have to tread water until they can demonstrate that they are able too increase their profitability. Right now it looks to me like there's too much DRAM supply.
Semiconductor sales would be even stronger if not for the continuing depression in DRAM chip prices and the economic uncertainties in several Asian markets.
Despite the declining ASPs average selling prices of DRAM chips, we continued to be profitable in quarter four.
DRAM (dynamic random access memory) prices have come back a little bit. Although they are not that strong, we expect them to be stable or improve for the rest of the year,
We did see a drop in our DRAM average selling prices during the December quarter. This hurt the revenue line.
We have raised DRAM contract prices in February on strong demand.
We think supply growth is rather limited. In the meantime, ( DRAM) demand will not be so bad in those segments such as notebook (computer), server...and game consoles.
At that time, we look for DRAM pricing to stabilize. We believe that the company will meet or beat our fourth-quarter revenue and EPS estimates of 2.35 billion and 93 cents a share.