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Friday, May 2, 2008

NAND contract probably goes up again

Spot prices are still 10% above contract. I'd expect 1H May contract to move higher. Micron will be at the Merrill Lynch conference on May 8th and they're not bashful about discussing contract prices.

Meanwhile, retail prices still kinda stink -- in fact, they seem to be worse. I was perusing some online sites yesterday and 4gb SD cards are under $20 almost across the board. Not a lot of margin in that for a card packager like Sandisk.

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