dram pricing

dram contract prices have been essentially flat for the last couple of months suggesting that, despite the weak seasonal period, they may have found a bottom. today's korea times is reporting that dram manufacturers elpida and nanya have both indicated publicly that they're raising prices in april. whether or not those increases stick will be pretty much determined by samsung and hynix. given the state of the nand flash world (of which samsung and hynix are major players), i would think that every opportunity to improve profitability of a product line would be taken. it's still a week or so until we see what dram contracts look like on dramexchange, but for now i doubt they'll be going down.

Position: none, but looking at mu at a lower price