iSuppli drops their NAND forecast from a silly prior forecast of 27% growth to a more reasonable (but probably still too high) single digit forecast. Most of the reduction is being blamed on Apple's weaker buy plans to suppliers.
I think the horse has been gone from the barn for a while here, guys. To be cutting the NAND forecast based on month old weakness at Apple is pretty lame. Not that it isn't correct... it's just late as hell.
Thursday, February 21, 2008
iSuppli sees weaker NAND market
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