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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: Softechie who wrote (4843)11/12/2001 12:29:31 PM
From: Softechie  Read Replies (1) of 99280
 
Niles Discusses DRAM Market : Lehman analyst Dan Niles believes that upward pressure on DRAM spot prices is being partially fueled by news that Hynix and Micron (MU +1%) have stopped quoting DRAM spot prices. Continues to believe that there is plenty of inventory that will come into the market at these higher prices. Niles expects the normal seasonal pattern of a roughly 10% sequential demand dip in the MarQ to resume.
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