clark, i don't doubt the statement is technically true. or, at least, was technically true last year (a lot has happened since then).
however, i do think it must be somewhat of a red herring. for example, parts decline while their is a mass need then when they go obsolete the price moves up. being obsolete would bring a big "so what?" also, if they pick the low for a part (after 90%+ moves down), it would also be nice to know ;-)
i watched 16 mb chips go from mid teens to $1.50 in 1-2 years (90% decline). 16 mb have since bounced a little to them heading toward being obsolete (much smaller piece of the pie). after that, i saw 64 mb go from $30 or $40 to $6.00 in the same time frame.
that covers the last 4 years for the MAJOR dram parts in the last 4 years. 80 - 90% declines. and the trend is up?
btw, the media says that mu has 25% of the dram market share. here is a thorough debunking of this fantasy...
Message 9856748
print doesn't make it so...
so, the last 4 years have seen declines in 16 and 64 mb chips upt to 80 or 90%. again, this is an up trend?
i would love to hear the argument b/c it fails the common sense test (BADLY!) so there must be caveats left and and right. i just want to know what they are. maybe the argument compares physical chips, ie, 16 mb to 64 mb. again, that would be meaningful to know... |
