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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Jurgis Bekepuris who wrote (49702)	10/9/2012 2:39:56 AM
From: Brian Sullivan	Respond to of 78742

8 Oct, 7:17 PM Goldman doesn't see NAND flash memory vendors making "meaningful capacity additions" through mid-2013, even though Samsung ( SSNLF.PK), Hynix, and Toshiba have all cut supply lately. Demand growth, meanwhile, is holding steady, and could see upside if cheaper solid-state drives (courtesy of low-cost chips from Samsung) are rapidly adopted. This leads the firm to lift its target on SanDisk ( SNDK) to $52 from $45. Micron ( MU) also benefits from a favorable supply/demand balance. ( price hikes) PS: I own INTC, HPQ and MSFT as well as WDC and STX