Zeev's Turnips - No Politics Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Zeev Hed who wrote (31908)	2/21/2002 6:29:00 PM
From: Jdaasoc	Read Replies (1) of 99280

Memory prices are flying upwards. In one weeks time, 512 MB SDRAM went from $ $85 to $135. I bought a lot of 256 MB RDRAM at $79 ea this week since 256 MB of DDR is about $89 and climbing. It will not be too long that analysts declare MU a frinckin buy when it is below $30. To give you an idea how memory can shot up so quickly, all 5 companies that produce DRAM shut down entire capacity for two weeks for Chinese New Year. The glut of memory that existed 1 month ago is now a real shortage with computer companies buying 2-3 months worth of supply as prices skyrocket. Market will declare tech recovery occuring in next 3 months when the following things happen. - PC keep breaking due to age and surplus corporate inventory is exhusted - MSFT obsoletes Win 98 and Win NT. You have to remember that they orginal date was Oct 2001, but 9/11 messed that up real bad. New data is May 2002. I think they will make this date hold without wavering. - When DVD recordable media gets to $0.30 ea and it's cheaper to burn DVDs on P4 computers then to rent them. I think by Jun we will get furious summertime tech rally. But before then they will scare the daylights out of anyone long.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next