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Kristin Lewotsky
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re: More DRAM leftovers unless players cooperate
Kristin Lewotsky   9/25/2012 5:51:34 PM
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Hi,You make a good point, but I don't think the analyst was suggesting any kind of price fixing. I think what they meant was that the vendors need to try to be smart about serving the market and not just flooding it with inventory. Still, it is rather a fine line, I agree. The problem is that starving out a competitor with high volume/low cost might short-term give consumers an advantageous price, but long-term cuts the level of competition and ultimately makes consumers prisoners of a limited number of suppliers.

krh
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re: More DRAM leftovers unless players cooperate
krh   9/21/2012 4:15:55 AM
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Good analogy...table food and DRAMs. Table food is a just a commodity unless some the supplier or distributor do something unique (locally grown, organic, great display/service in the grocery store, etc.). Otherwise just the price of the commodity. DRAMs...just a commodity for now.

R0ckstar
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re: More DRAM leftovers unless players cooperate
R0ckstar   9/19/2012 4:26:04 PM
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As long as the price fixing is done in the form of uncoordinated public announcements, it's all legit.

resistion
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re: More DRAM leftovers unless players cooperate
resistion   9/19/2012 3:00:26 PM
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This "necessary" cooperation might be labelled "price fixing" by the trade commissions. It seems to be a dangerously fine line to walk.



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As data rates begin to move beyond 25 Gbps channels, new problems arise. Getting to 50 Gbps channels might not be possible with the traditional NRZ (2-level) signaling. PAM4 lets data rates double with only a small increase in channel bandwidth by sending two bits per symbol. But, it brings new measurement and analysis problems. Signal integrity sage Ransom Stephens will explain how PAM4 differs from NRZ and what to expect in design, measurement, and signal analysis.

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