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DRAM Pricing Strengthens as Inventory Level Falls

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Bolaji Ojo
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Lost memory
Bolaji Ojo   8/26/2012 9:12:32 PM

DRAM pricing strengthens? Don't write the last sentence yet. This market knows well how to shoot itself in the foot. Inventory will climb higher again -- by the first half of next year -- I predict and pricing will go south again. That's how this market has long operated and I don't see anything that will change it soon.

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Supply Network Guru
Price and acquisition
elctrnx_lyf   7/26/2012 12:45:38 AM

I feel if Micon completes the acquisition of Elpida before there is any drop in prices, it could generate lot of profits for the Micron. There could be few challenges to materialise the acquisition anyways.

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