Feeds

DRAM headaches for bulk buyers

Bald memory guru keeps his hair on

  • alert
  • submit to reddit

Beginner's guide to SSL certificates

DRAM prices have dropped this month, thwarting the efforts of PC builders and brokers that upped stock levels in anticipation of September price rises.

Since the beginning of September, the average price of a 64MB PC 100 Maj/3rd Dimm has fallen in Asia from $68 ($8.25 per DRAM) to $61 ($7.35 per DRAM), according to research by Memory Corp Group. PC133 modules are almost the same price.

Europe is in a pretty similar situation, with only the strong pound lessening the impact.

Memory Corp has tried to analyse the amount of stock in the market. According to their research, almost everyone in the memory sector - including small and big PC builders, PC retailers, dealers, resellers and brokers - increased their stock in anticipation of September price rises and indicate they have an extra two to three weeks' stockholding.

Meanwhile, all the DRAM manufacturers reckon they are still on tight allocation of parts and cannot see supply improving until the start of next year.

Regarding predictions for the run-up to Christmas - as ever, it's like trying to get blood out of a stone. "All betting is off ", according to Memory Corp marketing manager Dave Flack. "The market could swing left, right or just dribble along."

But one thing is certain - the money will lie in speciality memories such as Rambus and DDR etc, which will be in tight supply and keep good prices and margins, said Flack. Also, the supply of original modules will remain "patchy", so offering good profit opportunities to bigger PC builders.

"My personal view is that there is currently enough generic stock about to last beyond Xmas (currently priced at $7.60-$8.00) and that we will see continued price falls below $7/DRAM to possibly nearer $6/DRAM," added Flack.

"If this does happen it will be yet another blow to the DRAM resellers who were all hoping for a September salvation to end their cash and profit problems."

So there could be headaches for many in the industry, who have gone long on risk and bought big, according to Flack.

His parting words were: "Will DRAM Prices rise before Christmas???...Will my hair grow back???" ®

Falling DRAM prices dent Winbond
Rambus prices drop like pants
DRAM sales - it's quiet out there

Choosing a cloud hosting partner with confidence

More from The Register

next story
Bladerunner sequel might actually be good. Harrison Ford is in it
Go ahead, you're all clear, kid... Sorry, wrong film
Musicians sue UK.gov over 'zero pay' copyright fix
Everyone else in Europe compensates us - why can't you?
I'll be back (and forward): Hollywood's time travel tribulations
Quick, call the Time Cops to sort out this paradox!
Euro Parliament VOTES to BREAK UP GOOGLE. Er, OK then
It CANNA do it, captain.They DON'T have the POWER!
Megaupload overlord Kim Dotcom: The US HAS RADICALISED ME!
Now my lawyers have bailed 'cos I'm 'OFFICIALLY' BROKE
Forget Hillary, HP's ex CARLY FIORINA 'wants to be next US Prez'
Former CEO has political ambitions again, according to Washington DC sources
prev story

Whitepapers

Designing and building an open ITOA architecture
Learn about a new IT data taxonomy defined by the four data sources of IT visibility: wire, machine, agent, and synthetic data sets.
Getting started with customer-focused identity management
Learn why identity is a fundamental requirement to digital growth, and how without it there is no way to identify and engage customers in a meaningful way.
5 critical considerations for enterprise cloud backup
Key considerations when evaluating cloud backup solutions to ensure adequate protection security and availability of enterprise data.
High Performance for All
While HPC is not new, it has traditionally been seen as a specialist area – is it now geared up to meet more mainstream requirements?
Driving business with continuous operational intelligence
Introducing an innovative approach offered by ExtraHop for producing continuous operational intelligence.