The Taiwanese earthquake has only made that problem worse. Prices have been volatile. Memory pricing for example has been very unpredictable. There is a joke going around the valley now that only two entities can predict DRAM pricing. God and Jon Gruber.
Fund managers are bullish on memory makers.
AMD hopes so. But that is a big uphill battle. First they have to sell the Athlon. Then they can worry about the Sledgehammer. It is only in the design stage now.