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Analyst predicts DRAM price plunge in 2H11

8/29/2011 12:45 PM EDT
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resistion
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re: Analyst predicts DRAM price plunge in 2H11
resistion   9/6/2011 7:19:05 AM
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I think the DRAM companies who have other product lines besides DRAM, for example, Samsung and Hynix and Micron with their NAND, will be the only companies who can thrive during DRAM downturns.

yalanand
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re: Analyst predicts DRAM price plunge in 2H11
yalanand   9/6/2011 6:49:04 AM
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Will the invent of new technologies like Fe-RAM etc will have any impact on the sales of DRAM ?

resistion
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re: Analyst predicts DRAM price plunge in 2H11
resistion   8/31/2011 1:16:31 AM
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Also wondering about that. A lot depends on what Elpida and Micron decide to do.

resistion
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re: Analyst predicts DRAM price plunge in 2H11
resistion   8/31/2011 1:13:02 AM
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Right, it's because of the trendy i-devices, which are relatively DRAM-light, that have taken demand away from the traditional DRAM-heavy PC's and NB's. Not all demand, for sure, but enough for this year. There would be a bigger concern, if at the same time, SSD demand is also dropping, for similar reasons (NB cannibalization).

Gil Russell
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re: Analyst predicts DRAM price plunge in 2H11
Gil Russell   8/30/2011 8:28:55 PM
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Who will be next to exit memory production?..., Two companies in Taiwan are rumored to be near making the decision. Enjoy the prices while they last because once it's considered "cheap" the as-sold memory population will grow accordingly beginning the cycle anew.

LarryM99
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re: Analyst predicts DRAM price plunge in 2H11
LarryM99   8/30/2011 6:04:11 PM
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Yeah, buying memory for older technologies can be tricky. Prices drop until they stop, and then quickly they go to premium levels. It can be a 'catch the falling knife' situation if you are waiting for the lowest price. Larry M.

ReneCardenas
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re: Analyst predicts DRAM price plunge in 2H11
ReneCardenas   8/30/2011 5:47:31 PM
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How soon we forget that these cycles have repeated in the past, new-tech replaces slower/lower density memory or ASICs, disrupting previous architectures, and profit margins from vendors that are atill attempting to recoupe their tooling costs from previous generations colapse or get out of the market. and not forget that most OEM's have similar perils, theay are attempting to leap frog other vendors and other disrupting form-factors taking market share. Free market forces are gand, but sure put great strain in many vendors to forecast in advance or, else suffer the pains to devalue their once premium-parts stock. You blink - you loose.

Robotics Developer
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re: Analyst predicts DRAM price plunge in 2H11
Robotics Developer   8/30/2011 4:33:40 PM
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I am encouraged that DRAM prices will fall. Now I can look forward to significant increases in system memory and the resulting performance improvements. Can't wait.

Jack.L
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re: Analyst predicts DRAM price plunge in 2H11
Jack.L   8/30/2011 3:06:57 PM
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HP will sell their business just like IBM did with theirs. This in itself will not translate to any change in DRAM demand. What will result in a change is a shift in a portion (not all) of the computing market from traditional PCs and laptops to more personal devices (or one way difficult devices as I like to call them) such as pads and phones. However, there is a potential for offset in this based on overall world market growth.

R. Mark Clayton
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re: Analyst predicts DRAM price plunge in 2H11
R. Mark Clayton   8/30/2011 10:20:10 AM
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So Gordon E. Moore was right. If the price falls I [and others] will buy more memory. In any event MS Windows 8 will be with us soon. It will be the greatest operating system ever - literally, so it will need a lot more more memory to fit in. ========= see http://en.wikipedia.org/wiki/Moore's_law

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