Path: utzoo!attcan!uunet!samsung!zaphod.mps.ohio-state.edu!tut.cis.ohio-state.edu!ucbvax!hplabs!hp-ses!hpcuhb!hpindda!kmont
From: kmont@hpindda.HP.COM (Kevin Montgomery)
Newsgroups: comp.sys.ibm.pc
Subject: Re: DRAM Price
Message-ID: <40970043@hpindda.HP.COM>
Date: 7 Feb 90 17:49:30 GMT
References: <12564282123019@osu-20.ircc.ohio-state.edu>
Organization: Bill and Dave's
Lines: 19

> Does anyone have a reasonable forecast on how low the price for 1 Meg, 100
> ns Drams will end up (through mail-order companies) ? I need som more RAM,
> is it worth waiting a couple of months more ?

probably just the opposite- the 3 major Japanese DRAM manufacturers
agreed to slow production by 5-10% a few weeks ago (curiously right
before US Memories announced it was folding- can you say "Insider
Information"?  sure, I knew you could...).  The current supply will 
last into summer, but then expect prices to rise a bit (not as bad as
the last shortage, tho).  My slant on the thing is that they want to
keep production low enough to increase profit, but not too low as to 
create any competition movement (ex: USM).  When USM was formed, they
just undercut the price to make USM a non-profitable venture to join
effectively starving it for capital.  Then, increase prices and recoup
money after it's demise.  It's just opinion, but i like it...

						kevin

ps: the bottom line is, if you're going to buy this year, buy now.