roger.canada

Apple's iPhone Could Create Memory Shortage

Hi Michael

I am not following you at all, perhaps you could be more verbose?

Thanks
Roger.canada

Apple's iPhone Could Create Memory Shortage

I agree with both Cameron and Winston which may sound like a contradiction but its not really.

Winston is correct it shouldn't change the sector over a 12 month or longer period but stock prices especially over the long-term are largely based on hype which the iPhone has lots of and when you consider that the iPhone has a minimum of 4x the flash capacity to 50x when comparing across the smartphone range you have to conclude there will be an impact but whether it is sustained, whether it grows the smartphone market and also if it causes iPhone competitors to follow suit and add substantial capacity of their own.

This last scenario is my favourite and very probable I feel. If competitors follow iPhone and they probably will then that means a dramatic increase in demand and then in this scenario iPhone because the 'harbinger' of future demand no?

Lastly the sad downside of this sudden tightening is that prices could decrease more slowly which sadly will affect another area that personally I would like to see more innovation and that is the hybrid hard-drive with its 'flash' and platter based storage.

Instant on laptops, faster, longer battery life, those are more important to me than a phone that has a couple gigs of memory. But who am I to argue with market demand.

Winston, Cameron what do you guys think?