have seen double-digit declines in sales. Market leader Samsung saw its DRAM revenues retreat by more than $1 billion. We have seen reports about the dramatic price erosion in the DRAM segment for most of 2007 and it appears that the cut-throat competition...

has right now and, should that continue, the performance brand’s value may erode. While we in technology know the connection between Dell and Alienware, that connection isn’t widely marketed. This makes the erosion risk lower but it doesn’t create any...

below $200. Our sources told us that we should not count on a $199 Blu-ray player this year. A price reduction and new entry-level model should be possible for $299 and possibly $249, but certainly not below that. The true price erosion appears to be happening...