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To: MorganBucks who wrote (44659)6/8/2010 10:42:47 AM
From: Sam  Respond to of 60323
 
That means that we do not have to wait for SSD for the next giant wave after the switch to smartphones it is happening as fast as they can come out with Tablets.

Well, we still need the SSDs to soak up production coming from the fabs that will be in production beginning in the H2 of next year. But this year, the incremental demand from iPads and other tables will ensure that the supply/demand balance will continue to tilt in favor of suppliers for at least the next year.