Short-term rebound has gone. Coming real challenge of when it's the real bottom?

Spot price will drop down again.

Last week, Spot enjoyed quite short term of rebound. Actually it seemed like just three days rebounding from May 13th (128SDRAM Avg. $2.06 ) to May 15th (128SDRAM Avg. $2.30) which was 11% rising. After May 16th, it is just kinda of keeping slowly down. The turn point has not come yet. June's spot probably keeps the way down a little bit.

Contract has down to narrow the gap with Spot.

Contract price has been negotiating again and again; it's almost not once at two weeks. Some customers can negotiate once a week depending on their volume. However, they are just trying to narrow the premium between contract and spot. June's contract? Well, still look downward a little bit, unless there are some good signs for spot to rise up or really well control of DRAM makers to hold the contract price tight.

i845D's solution is on the way for cleaning up inventory

Crossing checking the food chain of DRAM, the i845D chipsets are on the way to clean inventory from channels. New chipset i845G will finally show better responses after channels cleaning up the old models of chipsets and begin to order some new models. Combination with i845D, also coming out the graphic card and the motherboard for those "old" solutions are kinda of on sale to clean up the house inventory.

i845G seems not really exciting for the market, probably the inventory for i845D is still quite high or the performance vs. price is not that attractive to the market. Especially i845D's solution is kinda on sale? Though, some of channels convince they are not really on sale for graphic and i845D because with the supporting Motherboard. Generally, the price for those solutions seems more and more attractive these days.