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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 301.11+6.9%3:59 PM EST
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To: Proud_Infidel who wrote (11702)10/12/2004 10:59:13 PM
From: etchmeister  Read Replies (1) of 25522
 
"The number of flash units will go up," he said, "but ASPs will fall hard and fast next year and the following year."

ASPs for NOR-based flash memories are projected to fall 20-to-25 percent in 2005 over 2004, he said. ASPs for NAND-based chips are expected to decline a whopping 60-to-70 percent next year, he said.

Obviously the units go up as sales = ASP x units;
I'm guessing here but I would not be surprised that NAND flash pricing declined even more percentagewise in 2004'
but than again flash spot is up 35% over the last two months or so
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