WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 222.97

+0.6%

3:59 PM EST

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To: Sam who wrote (52578)	4/3/2012 6:36:12 PM
From: OrionX	Read Replies (1) of 60323

"BTW, Hynix is another NAND supplier, and they sell to Apple. Apple wants to buy raw NAND, they don't want the higher value NAND solutions that Sandisk wants to provide." Yes, I know there are smaller players like Hynix but Apple wants a consistent supply in volume. Take out Toshiba/Sandisk, Samsung and Micron, and Hynix alone won't cut it for Apple. Samsung and Toshiba are the big suppliers and I firmly believe Samsung is pulling the prices down to the detriment of everyone else and the gain of Apple.

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