Andrew Norwood
Andrew Norwood
flash industry major saved
NAND flash saved the DRAM industry from a major collapse.
coming device evidence further months seen
Any lengthening of device lead-times in coming months will be seen as further evidence of a tightening market.
cost decline expect fourth maybe normal overall percent pricing quarter reduction within
We expect to see overall DRAM pricing soften during the fourth quarter - maybe down 5 percent - but the decline will be within the manufacturers' normal cost reduction level.