The ongoing DRAM shortage and subsequent doubling (or more) in price we've seen in recent weeks is a serious hurdle for prospective PC builders, and threatens to make computing and electronics devices pricier for at least a couple of years. According to X posts by @juklanosreeve (Jukan), Morgan Stanley's market analysts believe that even large manufacturers and integrators are set to take hits, going as far as downgrading stock position advice ratings for some.
For reference, Morgan Stanley has three ratings for stock performance predictions: OW (Overweight, or good), EW (Equal-weight, or neutral), and UW (Under-weight). Dell reportedly got a hard slap from OW to UW, while HP, Asustek, and Pegatron went from EW to OW.
