Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 225.18

-1.5%

Nov 18 3:59 PM EST

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To: Sun Tzu who wrote (29826)	4/29/1999 10:15:00 PM
From: Katherine Derbyshire	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. << You are correct in the general case. In the specific case of DRAMs, it's pretty safe to say that demand just doesn't go down. Computer owners know you can never have too much memory, and the further the price goes down the more they buy. Katherine

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