iSuppli is reporting that Apple has warned NAND suppliers. That's the point of the story. We're not picking an Apple spin out of mid air. It was printed clear as day in the iSuppli report that
QUOTE
"With consumer confidence taking a dive due to the U.S. subprime mortgage crisis, the NAND market outlook has diminished considerably in 2008.
?Unless the economy recovers vigorously later this year, last year?s DRAM market disaster could be repeated in NAND this year,? said Nam Hyung Kim, director and chief analyst, memory, for iSuppli.
In an early warning sign of consumer weakness, Apple Inc. has slashed its 2008 NAND order forecast significantly and has informed suppliers that its demand growth will slow in 2008 compared to 2007, according to iSuppli sources. "
Comments
Guys,
iSuppli is reporting that Apple has warned NAND suppliers. That's the point of the story. We're not picking an Apple spin out of mid air. It was printed clear as day in the iSuppli report that
QUOTE
"With consumer confidence taking a dive due to the U.S. subprime mortgage crisis, the NAND market outlook has diminished considerably in 2008.
?Unless the economy recovers vigorously later this year, last year?s DRAM market disaster could be repeated in NAND this year,? said Nam Hyung Kim, director and chief analyst, memory, for iSuppli.
In an early warning sign of consumer weakness, Apple Inc. has slashed its 2008 NAND order forecast significantly and has informed suppliers that its demand growth will slow in 2008 compared to 2007, according to iSuppli sources. "
END QUOTE
Thanks,
Kasper
In that case I'll let you off