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Technology Stocks : Apple Inc. -- Ignore unavailable to you. Want to Upgrade?


To: Don Green who wrote (46747)8/25/2005 10:24:02 AM
From: William F. Wager, Jr.  Respond to of 213173
 
>>Flash iPod mini<<...NAND flash on average costs about twice as much as hard drives with similar storage capacities, Samsung has committed to matching the hard-drive price, Kim said. "Samsung has aggressively courted Apple's business, offering extremely low prices on its NAND parts in order to encourage Apple to convert the iPod line from [hard drives] to its semiconductor memory.

"Samsung still will make money on this deal -- even at such low prices. For Samsung, sewing up the marquee iPod memory business is well worth the reduction in margins."

[snip]

Flash memory is significantly more expensive than hard drives on a per-gigabyte basis, but it's sturdier, more compact and uses less power. In an interview earlier this year, Pat O'Malley, Seagate's senior vice president, said he didn't think flash would be competitive with hard drives in players with a capacity of 4 gigabytes until 2007.

A Flash in the iPod

thestreet.com