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Technology Stocks : Mobile Computing - OSs & Manufacturers UNMODERATED
GOOG 284.74+1.0%9:30 AM EST
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To: Doren who wrote (3155)3/15/2011 2:11:53 PM
From: sylvester80  Read Replies (1) of 3170
 
The issue isn't as much "prices" as "supply". No matter what prices has Apple agreed on, right now it is the "supply" that has been disrupted big time. 60% of world wafers are being disrupted. So the reason why prices are rising is because of the disruption of supply. As you know, when Apple agreed on a for example $2-3 billion contract, that is a supply over time. And most of it is on time supply. So when the supply gets disrupted, everyone will feel it and especially Apple who depends on the kind of quantities that they do.
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