John, That Comp USA deal was really a twofer, since you have to add the chips in pairs (i.e. 32MB total), and the deal was only good for one module per customer/address, although a few of us got friends to go down and "buy" the other chip. I can tell you from personal experiance, the store clerks really got quite uppity after they explained the pairing requirement and you still insisted on buying one chip. -g-
So, this was less of a loss leader/price cut, than it appears on the surface and I doubt you can draw too many inferences from this on general memory supply/demand. Especially, given the short fuse on the sale - I think it was two or three days. What is going on with Asean capacity in light of the "troubles" is the far tougher, and more important, question to figure out.
Regards, DWW |
