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Industry barometer shows low pressure still.
FIGURES FROM DRAM Exchange show that spot prices on DDR (double data rate) memory continue their downward trend, while prices from manufacturers to PC companies are stauing stable.
The specialist memory Web site reckons that prices will continue down until the end of the month, while some brokers are attempting to dump SDRAM with quantities of DDR memory.
In fact, prices during August remained relatively stable, but that's stable in the sense of low.
While Dataquest projections last week suggested that demand would increase in the fourth quarter, it looks to us, on the face of it, that the third quarter for the manufacturers, the Dramurai, will only be slightly better than the second quarter.
Prices of product are perilously low to breakeven for the memory companies, and this barometer of the industry doesn't augur well for the big recovery in PC sales hoped for at the beginning of the year.
While things are better for the memory manufacturers than last year ? they could scarcely be worse ? we don't see the big return in spending, particularly at the corporate level, that will put smiles back on the face of the industry players. µ
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