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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Earlie who wrote (109714)6/21/2001 5:35:48 PM
From: Jack of All Trades  Read Replies (1) of 436258
 
No wonder look at DRAM prices thanks to Carl on the RMBS thread...

DRAM revenues forecast by Dataquest to drop 55%
Semiconductor Business News, June 21, 2001
The incredible shrinking DRAM business is collapsing at an unprecedented rate and will suffer its worst year ever in 2001 with a 55.5% decline in revenues compared to 2000, according to a new forecast released by Dataquest Inc. today.
...
Dataquest said DRAM pricing has declined by about 80% in the past 12 months. Analysts at the San Jose-based research firm said that this week, spot market pricing for a mainstream 128-Mbit memories device fell to less than $2 and even contract pricing has fallen below $3. At less than $3 each, the price of a DRAM is under the cost-of-production for most manufacturers, said Dataquest, which added that most DRAM companies are making losses now, and this will continue into 2002.
...
While the low DRAM prices are bad news for troubled memory suppliers, the situation is great news for computer users. Dataquest estimates that computer users can now add an extra 128 megabytes of memory to their PCs for less than $20 for a memory module. That same memory module last year would have cost as much as $120, according to Dataquest.
ebnonline.com
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