Replies to post #61389 on Zeev's Turnips Patch-No Politics (ZEEV)

[MKT_entropy]

Zeev and other active traders, can you intimate by what percentage your overall gains are reduced by the trading costs? I know Datek loves me, but I'm not sure what level of tithe is approrpiate... <VBG>

M_e

[dayniteshadow]

Some Info

I hope this is helpful:


Major Japanese component quote price projection for 2003

Product
End of 2002
End of 2003
Notes

256Mbit DDR DRAM
US$7
US$4-5
Supply will continue to exceed demand in 1H, but PC demand will warm up in 2H

32Mbit NOR flash
355 yen
300-400 yen
Intel and other suppliers raising prices, mobile phones trending towards higher-end functions

Hard drives
US$92.50
US$70-80
Supply will still not meet demand before the spring, costs will decrease after 2H

15-inch LCD panel
US$165
US$130
Supply and demand to reach balance in 1H, prices to stop declining in 2H

300,000-pixel CCD sensor
3,000 yen
2,000 yen
Supply will still not meet demand in 1H, supply to increase after 3Q

8-inch blank wafers
6,400 yen
6,000-6,500 yen
Suppliers to adjust capacity in 1H

Blue LED
35 yen
28 yen
Despite large demand from handsets, handset makers continuing to ask for lower prices


Source: Nikkei Sangyo Shimbun, compiled by DigiTimes, January 2003.