Hi Rudy,..Re:.disappointed with the "guidance" we all got from MSD only a week ago,
I find the whole thing troubling also. First, if MU serves as a proxy for DRAM pricing, then the increase started in July. Although I didn't dig for specific news, I do remember that the run up was tied to DRAM pricing. <g>
207.95.154.130
Also, I searched for semiconductor news showing charts of spot DRAM pricing but couldn't find anything yet. Only a brief report from Semico. However, given that these price increases have been going on since July, and that Taiwan supposedly (according to Semico) only supplies 10% of worldwide DRAM, isn't this kind of late to be telling this story?
New Report!! The Rocky DRAM Roadmap: PC and Pricing Trends
semico.com
ASPs have been climbing since July. The recent tragic earthquake in Taiwan has caused concern about supply even though Taiwan ships less than 10 percent of units worldwide.
DRAM price hikes expected in wake of Taiwan quakes
zdnet.com
Already, last week DRAM was trading at $8.50 per megabyte, up from a recent $3 per megabyte, according to Mike Feibus, principal at Mercury Research Inc., in Scottsdale, Ariz., and a PC Week Corporate Partner.
I could see reduced margins because of increased penetration into the consumer market but something doesn't sit right with this news.<g> Hard to believe that all the reports didn't raise lots of flags earlier. Maybe I'm jinxed, after TYC especially! LOL!
Cheers,
Lee
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