Mike Sadler
Mike Sadler
exhausted players
Most of the players are exhausted right now.
demand exceeded half second supply
DRAM demand exceeded supply in the second half of the quarter.
growth higher hopefully result revenue
It will result in much higher revenue growth and hopefully profitability growth than would probably be the case.
demand
We don't think it was anything more than seasonal demand weakness.
decline memory percent saw
We saw a pretty significant, 12 percent quarter-on-quarter decline in memory prices.
combined companies create
We think the two companies combined really create a powerhouse in this market.