Guten Abend,
Nur eine kleine Aufmunterung:
Micron wurde runtergestuft (DRAM-Preise fallen).
http://cnnfn.cnn.com/2000/10/17/technology/micron/
Und hier das wichtigste:
Es ist doch sehr schön, daß die Nachfrage in Business-Bereich jetzt schwach ist. Hier ein Auszug aus o.g. Artikel:
"DRAM pricing is still at a level where Micron is strongly profitable," Wong said. "I`m not negative on the company - I`m just pointing out that the situation is not as rosy as it was." Wong estimates that it costs Micron $2-to-$3 to make 64 megabits of DRAM.
Morgan Stanley Dean Witter`s Cross said that one of the main problems for DRAM pricing is the lack of a driver for increased memory content in PCs. The corporate rollout of Microsoft`s new Windows 2000 operating system, which has the potential to increase demand for memory chips, has been lackluster this year, Cross said.
"Although the Morgan Stanley Dean Witter CIO survey found that about 50 percent of CIOs expect to migrate to Windows 2000 in the first half of 2001, we currently believe the rollout may not be sufficient to offset seasonal weakness for the DRAM market," Cross wrote in his research note
Also, IMHO warten die CIO auf günstige Mustangs und Palominos
MfG
Russian KGB