Winston Kotzan

Apple's iPhone Could Create Memory Shortage

Its possible that if competitors start jumping in and it starts a product upgrade cycle you might see some movement in the flash prices. That is a more likely scenario. But unless there is some other sort of catalyst, I wouldn't bet my money on any earnings surprises!

Apple's iPhone Could Create Memory Shortage

For one product alone sold by only one carrier to significantly shift the supply curve long enough to substantially affect the stock price of a whole subsector of semis.... sounds like a bit of a long shot.