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Politics : Formerly About Applied Materials
AMAT 226.05+1.3%Nov 14 9:30 AM EST

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To: w0z who wrote (29825)4/29/1999 6:35:00 PM
From: Sun Tzu  Read Replies (2) of 70976
 
>> Price declines in DRAM do what to volume?

It depends on the reason in price decline. If it is due to increase in supply then your analysis is correct. But if it is due to a decrease in demand, then the volume will decrease. To illustrate this to yourself, draw *two* sets of supply and demand curves on the same scale and study their interactions.

ST

P.S. I have no opinions on Soundview's analysis.
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