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To: slacker711 who wrote (44656)	6/8/2010 10:26:21 AM
From: clean86	Respond to of 60323

The Apple news is disappointing, but at least some if it should already be reflected in NAND pricing...even with Apple only maintaining the amount of flash per unit, pricing has remained during the 2nd quarter. Yes true but iPad sales and new iPhone sales should continue to eat NAND supplies. Added to my position this morning on the pullback.

To: slacker711 who wrote (44656)	6/8/2010 10:29:15 AM
From: Sam	Read Replies (2) \| Respond to of 60323

The Apple news from yesterday may be mildly disappointing to some people, but the success of the iPad is wildly bullish. It has inspired a bevy of imitators who will be trying to outdo the iPad on features, as they can't possible outdo it on buzz and Jobs Magic. And among those features will surely be more storage and things that need storage. This correction may last a few more weeks, but, IMHO, contract prices will blip up sometime between 2H June and 2H July, and the stock will respond accordingly its inimitable rocket fashion. The usual caveats about broader macro-economic and market conditions apply. Not to mention, all IMHO, lol.

To: slacker711 who wrote (44656)	6/8/2010 11:06:56 AM
From: Sam	1 Recommendation Read Replies (3) \| Respond to of 60323

Interesting article on iPads vs. netbooks: Hello iPad, goodbye netbook Posted by Philip Elmer-DeWitt June 8, 2010 8:41 AM Morgan Stanley sees the tablet reshaping the PC market, raises its Apple target price to $332 Click to enlarge. Source: Morgan Stanley As if Steve Jobs wasn't getting enough attention after his iPhone 4 keynote Monday, Morgan Stanley's Katy Huberty issued a note to clients Monday night that's basically a love song to his iPad. more plus graphs at tech.fortune.cnn.com Some of the comments are at least as interesting as the article itself. Here are a couple of the ones I found most interesting: An IPAD cannot replace a netbook. There is no equivalent for creating or editing documents or spreadsheets, the touch screen doesn't replace a keyboard either. ------------------------------------------------------ What people aren't taking to heart is what happens when you couple the data in this article with the fact that AT&T is dumping unlimited 3G data plans. IPad users will be trying to somehow reconcile their "PC-like" browsing habits with limited data plans, and metered usage thereafter. Bottom line? new iPad users relying on 3G are going to be increasingly dissatisfied. "I just streamed the latest episode of my favorite show, and I just ate half my bandwidth allocation for August!". Apple's biggest selling points of sexiness and low-stress browsing will be eaten into by diminishing customer satisfaction. What's more, even if only one out of every 100 iPad users are affected, chances are that one user (and a high-bandwidth user, blogger, etc.) is going to be vocal enough to skew public perception. This situation is going to get very, very ugly for Apple/AT&T in 3Q/4Q 2010. ---------------------------------------------------------