looking better outlook for DRAM demand form mutiple trends coming a) GAME console upgrades b) multimedia video amd gaming PC upgrades with new dual core processor raming up. c) MS coming with Vista that need more emory and drive people to upgarde PC. Strong demand is making better pricing enviroment for memory vendors in 2007.
Quimonda (ex. Infineon memory buiz) is number 2 player with focus to DRAM and number one position for fast game console RAM.
Other DRAM manufacture got moved out comapcity from RAM during 05-06 so QI can grow faster.