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Technology Stocks : WDC/Sandisk Corporation

WDC 158.02

+5.2%

Nov 3 9:30 AM EST

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From: Pam	6/14/2005 8:03:54 AM
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From DigiTimes this morning- Lackluster iPod Shuffle sales may affect NAND flash prices Josephine Lien, Taipei; Carrie Yu, DigiTimes.com [Tuesday 14 June 2005] Weaker than expected sales of Apple’s iPod Shuffle has market sources wondering what Samsung Electronics will do with the large proportion of NAND flash capacity it has allotted for Apple, while Peter Shu, chairman of Transcend Information, has stated that NAND flash prices may drop up to 40% in the future. Although the iPod Shuffle was a hit when it was first introduced on the market, sales of the MP3 player are not justifying the supply forecasts for NAND flash that Apple has secured from Samsung, the sources stated. If Apple cancels the orders, Samsung may release even more NAND flash into a market already being affected by the influx of a number of new NAND flash producers, Shu indicated. In related news, Transcend expects NAND flash to account for half of its sales in the second half of this year. Currently, NAND flash products (mostly memory cards and portable flash drives) account for 40% of Transcend’s overall sales. Transcend currently has 7% of the global portable flash drive market and it will also roll out three new MP3 players in the second half of this year.

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