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Technology Stocks : Spansion Inc.
CY 23.820.0%Apr 16 5:00 PM EST

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From: bobs104/3/2008 5:12:25 PM
   of 4590
 
NEWS: Micron, Hynix push out NAND fabs

Message 24466276

me:

So Hynix can't make Dram and will have to push out NAND. Meanwhile Micron is pushing out NAND? Wonder how INTC is reacting to that?

This whole memory business seems very crazy right now. If the iPhone demand is really off the charts then one would expect NAND prices to start rising soon. Yet the big players are talking cutbacks. I wonder what's really going on?
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