Paul Taylor,

Your article was thirst-quenching to the max. At long last a writer speaks the truth! Bravo!

The impending condition of Hynix's cranium has been a topic verboten for too long. Scores of poor score-keepers will wake next week, or the following expressing utter astonishment at the irrevocableness of Rambus's lopping. And here you stated it most succincting on Feb.4th, 2009.

As you know heads will not just go a-lopping, they are soon to go a-spinning
at the revelations of intrigue and collusion among Hynix, Micron, Samsung and others including shills in the press. The delicious denoument is promise from Rambus's upcoming Antitrust case scheduled for mid April in the court of Judge Kramer in Northern California.
Events there could stand an airing from someone as trenchant and incisive as you sir.
My new favorite word is chaebol. I hope to incorporate it in a future paragraph.

pruf

DRAMurai! Haha, where do they get them? Oh wait, 'samurai'.

I tip them as a major investment for the next decade. They are into everything tech. So long as they have good supply and sales channels then I think they are the new kings. The recession will allow them to trim back their costs and be ripe for the global economic boom. Or they could be mismanaged onto their arses.

We won't be seeing any prices like that unless all but one RAM-chip producer goes under.

I remember prices like $100-150/GB back in 03-05 for DDR1. Thanks to Moores Law, RAM should constantly get cheaper and all we have to worry about is the one giant Megacorp.

They are up 25% already? I know DDR2 was dirt-cheap already and it has been like this for the last 2 years but ... I'm afraid that the 130$ per 1GB days are coming back... Or maybe it will be 130$ per 2GB as 2GB modules are now the unit of measure ... It might not be 130$ like it was in 2003 - 2005 ... but it will sure feel like that during this recesion.