U.S. spot market weak in demand but optimistic…
An optimistic outlook for the near future memory companies claim, especailly for 800MHz chips and modules, even while demand has been soft for most product lines this the second day of the week, Tuesday. Most hype is noticeably in the FBDIMM markets. Third party guys cheat the market with eTT components under the heat sinks, as mainstream customers can not determine what is under the, “hood” They quote and offer to the market at much less them major brand components will allow. Welcome to memory… Meanwhile, real parts are scarce to invisible. Tier one computer OEMs and asking large spot players for quotes at an increasing rate. Information from Samsung, Qimonda and Micron show little hitting the market in way of lower prices or big volumes. Whispers of a spike after the Chinese New Year are heard in folks closer to the chip OEMs.