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Thursday, January 24, 2008

NAND and DRAM price charts

Just so you see what I'm talking about...

The first chart is DRAM pricing.

The second is NAND pricing.

Not the kind of environment producers spend a lot of money on equipment to build more product. I'd also add that Apple is the single largest buyer of NAND in the marketplace and they're certainly not going to be buying more after the bad iPod numbers a couple of days ago.

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