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First off, this is not meant to down play the tragedy in Taiwan, and it's eventual effects on world memory prices.
But, this just in from the CONSPIRACY THEORY NEWS (AKA my demented mind and/or imagination). SDRAM Memory prices have been rising steadily for a small while now. At the same time there have been production problems with RAMBUS memory. INTEL(the knight who say NIH -Not Invented Here) is not getting the support and orders for the 820 chipset they expected (partly because of it's lack of compelling speed improvements and} largely RAMBUS memory prices. So we have a situation where they're next great part doesn't look good because of RAMBUS' price versus SDRAM. Suddenly SDRAM prices go through the roof, and SDRAM doesn't look quite as bad a value (relatively speaking). And memory manufactures are happy to play along, because they're making a killing selling already (ie cheaply) manufactured memory. Not to mention it takes some of the heat off them for the low yields and high prices of RAMBUS.
Hey, if you can't lower the price of RAMBUS, raise the price of SDRAM. At least until the production can be ramped up, and prices lowered. All this of course thought up before the quake.
Does any of this make any sense?
OK, OK, {stepping down from soap box}
Mark F.
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OH NO, my retractable cup holder swallowed a CD
But, this just in from the CONSPIRACY THEORY NEWS (AKA my demented mind and/or imagination). SDRAM Memory prices have been rising steadily for a small while now. At the same time there have been production problems with RAMBUS memory. INTEL(the knight who say NIH -Not Invented Here) is not getting the support and orders for the 820 chipset they expected (partly because of it's lack of compelling speed improvements and} largely RAMBUS memory prices. So we have a situation where they're next great part doesn't look good because of RAMBUS' price versus SDRAM. Suddenly SDRAM prices go through the roof, and SDRAM doesn't look quite as bad a value (relatively speaking). And memory manufactures are happy to play along, because they're making a killing selling already (ie cheaply) manufactured memory. Not to mention it takes some of the heat off them for the low yields and high prices of RAMBUS.
Hey, if you can't lower the price of RAMBUS, raise the price of SDRAM. At least until the production can be ramped up, and prices lowered. All this of course thought up before the quake.
Does any of this make any sense?
OK, OK, {stepping down from soap box}
Mark F.
------------------
OH NO, my retractable cup holder swallowed a CD
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