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Technology Stocks : Intel Corporation (INTC)

INTC 36.15

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Dec 24 12:59 PM EST

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To: Amy J who wrote (182652)	11/11/2005 6:38:54 AM
From: Road Walker	Read Replies (1) of 186894

Amy, Also, long term contracts for NAND are not really smart unless you have a very complex real time pricing structure. NAND has been falling in price by 30% to 40% per Mb per year. If Apple were to go to Intel or AMD for NAND it would probably kick the stool out from under the NAND market. It would fund a whole new player and result in an over-supply in what is mostly a commodity market. John

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