DRAMeXchange : Weekly Research : 【Market View】
The memory market watcher
【Market View】Following is Comment about 64MB price trend from Mike Goh, Singapore
Published
2000-10-31 (GMT+8)
MY COMMENT :
WE FEEL THAT THE AT THE CLOSE OF THE MONTH WHICH IS ONLY A DAY LEFT FOR THIS MONTH.
ALL MANUFACTURER , WILL STOPED SELLING GOODS TO THE OPEN MARKET AS THEY BELIEVE THE BIG SYSTEM MANUFACTURER WILL HAVE A BIG PROMOTION FOR THE 4TH Q IN ORDER TO MEET THEIR QUOTA ,THE MANU, WILL SEE THE CHANCE TO PULL BACK THE PRICES TO A HEALTHY LEVEL. ONCE THE PRMO PHASE IN.
IT IS GOING TO BE VERY BAD IF THEY DO NOT STOP SELLING ,WE CAN SEE THE MOST AGRESSIVE VENDOR HAVE ACTUALLY MEET THEIR MONTH END VOLUME AND WE PRESUMED THAT THEY WILL STOP FOR AWHILE . AT LEAST UNTIL THE COMDEX FALL EXHIBITION.
WE WILL SEE A SLIGHT CHANCE DURING THIS PERIOD THAT EVERYBODY WILL START PICKING UP AGAIN FOR THE CHRISTMAS AND YEAR END PROMO/.
THANKS
MIKE GOH
The memory market watcher
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