IMHO - memory is at a place now where I believe you will see more bad news than good news. 1. Margin sustainability2. Impact on demand of consumer electronics3. Chinese competition We know margins don't have much more room to grow, maybe peaking around 88-92%. Memory makers are selling near 90% gross margin on DRAM and it is becoming a question of how much longer can they keep up before the curve changes direction. Think of it like Nvidia. Nvidia faces the same questions - margins and competition.