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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?


To: Zeev Hed who wrote (24717)1/25/2002 4:21:58 PM
From: Jdaasoc  Read Replies (2) | Respond to of 99280
 
I make my MU argument simple. My spot market supplier just sent email in last 5 minutes after 3 month absence. Half the DRAM he's moving is MU. Plain and simple there's inventory to be moved again and if there is no buyers prices will fall sharply. $52 for 256 Mb DIMM is not a money loser but it was $25 just two months ago.