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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Zeev Hed who wrote (17661)1/2/2002 3:01:50 PM
From: Jdaasoc  Read Replies (1) of 99280
 
Zeev:
What's your feeling on flash memory manufacturers like SNDK.
I would have to believe MU, Hynix spot market price increases for DRAM, which are now at close to break even @ $3 for 128 MB, are sustainable and probably headed much higher for at least a minimum of 3 months befoe any hint of a decline in spot market pricing.

Do you think pricing wars are over for flash as well.
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