Wed, Aug 29th 2007 9:29pm
The market for PCs and PC components continues to give off mixed signals. Earlier this month, there were reports that the PC makers would enjoy comfortable profits, as component prices were looking soft. Then, barely a week later, the opposite view came to prominence, as analysts and chipmakers alike called for good times. Now things are flipping once again, as DRAM prices are expected to collapse, with weakness continuing through the end of the year. Meanwhile, hard drive maker Seagate is upping its forecast, citing strong PC and mobile volumes. With all of these markets flipping around on a week-to-week basis, it should be pretty clear that there are very few significant trends here. In the long term, you can predict that component prices will continue to decline in price, just as all technology does, but it's not particularly worthwhile to read deeply into short term price and volume changes.
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