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To: Sam who wrote (55074)6/4/2013 11:43:35 PM
From: Elroy  Respond to of 60323
 
he said that if allocation occurs for NAND, card vendors will get fewer chips.

Yes, this was a big deal for SIMO in 2010. Supply was tighit, and the card makers were sent to the bottom of the list for buying. SIMO has significantly increased their exposure to the NAND makers as customers, so a supply shortage would hurt them, but not as bad as in past years.