DRAM Market Recovery Based On Shortages

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A report from the excellent Dataquest arm of Gartner said there are clear signs a recovery in the memory market is on the way. But it's being pushed by shortages and if the memory makers get greedy, they could well upset the applecart.

That follows three years of recession depression and huge losses, said Andrew "Nothing moves the Memory Market like FUD" Norwood, the chief DRAM analyst at the firm.

Dataquest reckons that worldwide DRAM revenues will hit just over $5 billion in this quarter, a 37.8% jump over the same period last year. And in 2003, the whole DRAM market will be worth $18.9 billion, a jump of 21.8% over 2002.

Source : The Inquirer