DRAM demand exceeded supply in the second half of the quarter. |
It will result in much higher revenue growth and hopefully profitability growth than would probably be the case. |
Most of the players are exhausted right now. |
We don't think it was anything more than seasonal demand weakness. |
We saw a pretty significant, 12 percent quarter-on-quarter decline in memory prices. |
We think the two companies combined really create a powerhouse in this market. |