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Thursday, May 8, 2008

NAND contract 1H May

NAND contract price is posted for 1H May. 8gb contract moved up 5-8%. Most other sizes showed small declines. Spot and contract are relatively close to parity here, with 8gb still trailing spot somewhat.

I was hoping to see more strength in contract renegotiations.

Micron presents today at Merrill Lynch's conference. Their contract price was lagging the rest of the industry. They may have seen more of an increase than the average.

The webcast is at 9am EST.

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