Some analysts agreed with the prediction of a pick-up in DRAM prices around April, but said it would be the lower than previously planned supply of memory chips rather than an increase in demand from non-PC products and systems that would drive up the price.
Others were less optimistic. With desktop PCs still the major source of demand for memory chips, their slowing growth rate and the limited demand for the Windows 2000 upgrade will delay any DRAM price recovery, they said.
"Windows 2000 is a small correction of the previous version," said George Wu. "I don't see how the DRAM price can go up in the next quarter," he said. Rather, a recovery is more likely to take place in the second half of the year, he said.
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