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

To: DebtBomb who wrote (64274)5/8/2002 7:24:10 PM
From: Jdaasoc  Respond to of 99280
 
SDRAM, 128mb, $2.15, LOL. You have to wonder if it's going to break $2 again.

Last May low density 128 marts were $3 now they are $3.75. Look at 1 yr charts at dramexchange.com

Seasonal lack of demand will get us close to break even DRAM prices by July.
I hear that MSFT forced upgrade to rent plan is not going that well. It should be interesting market in 30 days.



To: DebtBomb who wrote (64274)5/8/2002 7:29:11 PM
From: Paul A  Read Replies (3) | Respond to of 99280
 
Dale- I think you can bank on it..

DRAM prices plunging.. drastically too.. Demand is virtually nonexistant



To: DebtBomb who wrote (64274)5/8/2002 7:52:08 PM
From: orkrious  Read Replies (1) | Respond to of 99280
 
SDRAM, 128mb, $2.15, LOL. You have to wonder if it's going to break $2 again.


If you recall, the large NVLS orders last Q were from the Asian DRAM makers. What's going to happen to these orders when there's no money in DRAM?


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