Intel Corp (INTC)

[SemiconEng]

Will Memory Crash?

http://www.overclockers.com/tips00721/
News Item: From an interview with a Kingston exec: "Over the last two years, the DRAM market has been in generally good health and has managed double-digit growth. In contrast, we expect a slower market in 2005. Perhaps we’ll see a resumption of price wars, and this could make it difficult for some of the smaller module makers to survive this year."

Combine the two together, and we may see some bargains later this year. A memory exec publicly saying, "perhaps we'll have a price war" is like a politician saying "perhaps I'll lose this election" or a movie star saying, "Perhaps my latest movie will flop." It's just not something you would normally want to say if you can avoid it, especially in public.