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Friday, April 11, 2008

NAND spot continues to climb

It's rarely easy.

NAND spot prices have been moving up since Hynix announced they were cutting capacity on Apr 1. People tend to like Sandisk when spot prices move higher. My preference is Micron as their model is more levered to the commodity price. Sandisk buys NAND and sells cards. Higher spot prices without higher retail prices hurts their margins.

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