Yes, I think that with higher memory prices, only a couple companies get "helped" -- MU, for instance -- but many get hurt, including MSFT, INTC, DELL, HWP, graphics board companies. Rising costs, in my opinion, could really put the hammer on PC sales. Ironically, these factors will hurt MU!
Higher RAM prices will hurt RAMBUS, too... if it's already a stretch to buy more memory, it will be much harder to justify even greater cost for faster memory (if that turns out to be true). Delays of course hurt RAMBUS even more. |
