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Technology Stocks : WDC/Sandisk Corporation

WDC 160.04

+5.2%

3:59 PM EST

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To: Pam who wrote (36063)	4/16/2007 11:10:55 AM
From: Sam	Read Replies (1) of 60323

The company stresses that NAND flash production will be most profitable in the second quarter. Samsung expects seeing NAND flash prices to trend up by 20% on quarter in the second quarter, after experiencing a 43% on quarter price decline in the previous quarter. If this is true, and there is a shortage in 2H, then those 60% declines we have been reading about for 07 will not transpire. Could be '05 all over again. Of course, that is a big "if". If the iPhone fails to excite (or if high capacity phones in general don't sell well), if PMPs don't take off, if Vista and PCs don't soak up DRAM supply and, one hopes, keeps pricing at least relatively firm to prevent switching to NAND by other vendors, then all bets are off.

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