Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 316.33

+1.3%

Dec 10 4:00 PM EST

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Donald Wennerstrom

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To: Sam who wrote (81487)	10/24/2018 11:31:25 AM
From: Elroy	2 Recommendations Read Replies (1) of 95561

NAND flash prices have declined by 50% so far this year due mainly to capacity expansions among major suppliers worldwide Well hang on a second. The story was NAND flash prices declined 10% in Q1, and again 10% in Q2. That means $100 at the beginning of the year cost $90 at the end of Q1, and then cost $81 at the end of Q2. So if they've dropped 50% this year what cost $100 at the beginning of the year now costs $50? That's extreme. And prices are falling further in 2019? Really? This type of price decline has not appeared in any actual financial reports.....yet.

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