Seen at The Inquirer. Some strange events happened in the memory market yesterday.
SDRAM became more expensive than DDR memory, indicating one of two things.
[A] Andrew Norwood, the senior analyst at Dataquest Europe is spot on, and the memory market is driven entirely by fear, uncertainty and doubt.
[B] The memory market has now succeeded in ramping up DDR memory 5,000 times faster than anyone expected, achieving the usual economies of scale, and everyone has completely run out SDRAM.
We personally favour reason [A], rather than reason [B], not just because the cynicism artery is working quad pumped again, but because it"s pretty inconceivable that the Dramurai have now translated their entire production to DDR, almost overnight.
Here are the facts. Yesterday, a 512MB SDRAM ECC registered DIMM cost $170 when bought in quantity.
A DDR 512MB ECC registered cost $165.
By one of those miracles that only the DRAMurai can perform, Kentron, Corsair, Crucial and Kingston all appeared to offer the same price all at the same time.