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msporer
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Supply/Demand
msporer   4/15/2014 3:36:42 PM
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I heard quite the opposite to #4.  Productivity improvements will outstrip demand and commodity DRAM and NAND prices will plummet.

Susan Rambo
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Factory fire
Susan Rambo   2/11/2014 11:48:59 PM
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Thanks, Janine for the summary. Did anyone mention the factory fire in the wafer fab belonging to SK Hynix that happened last September? Just curious.

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