reinharden

Low Flash Memory Prices Pressure Chip Makers

One suspects that with flash prices at all time lows and with overall demand practically non-existent, it might behoove AAPL to continue to buy flash on the spot market at these self-same new-all-time-low-price... every week rather than lock-in longer term, possibly higher prices.

I'm just saying...


And, if AAPL is unsure of their own demand, definitely better to stay on the spot market unless supplies start to look tight.

Perversely, generally speaking, in the current market, the longer AAPL goes without entering into new contracts, the less their supplies will cost.

reinharden

SanDisk: Risk Down $3, Reward Up $30

> expand NAND demand by several orders of magnitude.

> Our back-of-the-envelope math gets us roughly 4.5B GB
> of incremental NAND demand in '09 versus 1 billion GB
> shipped in '06 and about 2 billion GB shipped in '07.

Um, going from 2 billion GB in 07 to even 6 billion GB in 09 would represent increasing demand by a factor of 3.

An order of magnitude requires increasing demand by a factor of 10. Two orders of magnitude would be at least a factor of 100. Several orders of magnitude requires at least a factor of 1000...

reinharden