WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 282.58

+8.6%

Feb 6 9:30 AM EST

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To: Pam who wrote (31735)	3/31/2006 11:23:32 AM
From: inaflash	Read Replies (2) of 60323

Apple, which uses NAND as the main component for its iPod Nano music players, agreed in December to buy 40 million gigabytes of the chips this year from Hynix, according to the Ichon-based company's annual report submitted to regulators today. Apple said it would increase orders by at least 180 percent a year until the end of the decade, according to the document. Is that really 40 million GB? (not Gb)? Seems too high. That's enough for 10 million 4GB nanos or 40 million 1GB nanos. Isn't that the majority of the flash being used by Apple? They wouldn't need most of the other suppliers or are plannning large growth rates if they bought similar levels from other suppliers (Samsung).

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