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To: Chas who wrote (53600)3/11/2002 1:32:12 PM
From: ild  Respond to of 53903
 
I'm amazed that DRAM makers have that strong pricing power. IMHO PC makers can easily drop MB per box to contain this. In my 20+ years using computers this is first time that mainstream computers have more DRAM than is needed. All that with very thin margins on PCs.
Was there much DRAM capacity taken offline last year?



To: Chas who wrote (53600)3/11/2002 9:31:07 PM
From: cordob  Read Replies (2) | Respond to of 53903
 
Any comments?

Well I think you may be right and bought some april 40 calls today in anticipation.

Do you know when the reporting date is?

Cheers
Cor


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