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To: slacker711 who wrote (32605)6/22/2006 8:43:32 AM
From: slacker711  Read Replies (1) | Respond to of 60323
 
Here is a comment from Samsung on NAND margins....cant get much more positive than this :-).

theage.com.au

"The demand (for NAND flash memory) and prices have been growing since mid-May," Chu said Thursday.

He said Samsung expects its profit margin on NAND memory chips to rise from the current 30 percent to 40 percent in the third quarter to September.