@Rink - NOR prices
You know, that there aren't any valide sources to this NOR
topic. Citigroup postet monthly reports awhile ago, but they
disappeared. I will look now whether I could find something.
For NAND you could look here:
dramexchange.com
Contract prices for NAND decreased around 10% compared to
2 weeks ago. Doesn't look very healthy. What we will see at
the end of Q3? There will be once again volume increases and
some cost improvements, but prices will go down QoQ, in the
end, Revs. will probably stay in the same region compared to
Q2. Now we have to look at each seperate player to get into
"final" Q3 results. QI will look once again worst, Micron will
look bad too, the same goes to all DRAM guys except Samsung.
Toshiba and Sandisk will repeat bad Q2 results. No change in
sight -> I agree, why to be in these stocks? The only answer
and thats a very strong point now - is/are valuations. Just
look at QI, they look very bad, but valuation is extremly!
low, the same goes to Micron -> I'm tempted to buy, once they
go (more) down (I'm hoping for prices under 4$). The question
is, what will the market do with all these players? Situation
looks bad, but valuations are at all time lows at some players.
BUY???
@your yesterday long posting - well done, fair enough!
BUGGI |
