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To: Amy J who wrote (182652)11/11/2005 6:38:54 AM
From: Road Walker  Read Replies (1) | Respond to of 186894
 
Amy,

Also, long term contracts for NAND are not really smart unless you have a very complex real time pricing structure. NAND has been falling in price by 30% to 40% per Mb per year.

If Apple were to go to Intel or AMD for NAND it would probably kick the stool out from under the NAND market. It would fund a whole new player and result in an over-supply in what is mostly a commodity market.

John