Just in from Zacks:
"We remain concerned regarding operational performance in the near-term given the severe price declines in DRAM.
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In the first quarter of the current fiscal, revenue is expected to be flat to a slight decline from the fourth quarter. Management noted more revenue will come from consumer related products.
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the large shift in product mix towards the lower ASP DRAM severely impacted margins the past several quarters. Management has trimmed or pushed-out expansion plans for 2005 to 2006-2008, deviating from the original plan."