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

To: Steve Lee who wrote (39420)	3/9/2002 12:54:38 PM
From: Jdaasoc	Respond to of 99280

The difference between contract $11H/$9L vs spot $9.5/$8 for 256 Mb SDRAM chips (www.dramexchange.com) tells me that we may be headed for higher prices as long as demand doesn't flatten like a pancake. I still am predicting a rush to replace pre Y2K systems that are growing old later this year. As far as I been told that DRAM fabs are still in process of retooling for DDR and bigger wafers and small process geometries. For the short term, supply is not going to outstrip demand. Demand will return to typical bit rate growths when PC100/PC133 SDRAM is deemed obsolete technology which should be by mid year.