tag:blogger.com,1999:blog-29297569.post4359316472666713142..comments2024-03-26T23:33:33.839-04:00Comments on Notable Calls: Apple (NASDAQ:AAPL): Troubling news from iSuppli (edited at 06:57 AM)notablecallshttp://www.blogger.com/profile/11353264365980606102noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-29297569.post-66357546219628757572008-02-21T18:42:00.000-05:002008-02-21T18:42:00.000-05:00CNET News cited a fact that iSuppli did not:"Appl...CNET News cited a fact that iSuppli did not:<BR/><BR/>"Apple's still planning to purchase 27 percent more flash memory this year than last year, but iSuppli and Apple's suppliers had expected an increase of more like 32 percent."<BR/><BR/>http://www.news.com/8301-13579_3-9875391-37.html<BR/><BR/>How differently AAPL could trade if all the facts were in the open.InvestorGaterhttps://www.blogger.com/profile/05046649066484310026noreply@blogger.comtag:blogger.com,1999:blog-29297569.post-52865533682362748572008-02-21T08:24:00.000-05:002008-02-21T08:24:00.000-05:00sandisk is not an apple supplier.sandisk is not an apple supplier.papitahttps://www.blogger.com/profile/14463027005726581323noreply@blogger.comtag:blogger.com,1999:blog-29297569.post-1073219434960926642008-02-21T08:03:00.000-05:002008-02-21T08:03:00.000-05:00Oh boy, look what the cat dragged in. :)mea culpa,...Oh boy, look what the cat dragged in. <BR/><BR/>:)<BR/><BR/>mea culpa, mea culpa.notablecallshttps://www.blogger.com/profile/11353264365980606102noreply@blogger.comtag:blogger.com,1999:blog-29297569.post-31270965247510917992008-02-21T07:53:00.000-05:002008-02-21T07:53:00.000-05:00Dollar value of NAND is dropping, not unit sales. ...Dollar value of NAND is dropping, not unit sales. There is no "slashing of demand from Apple. There is a plunging in prices paid for NAND chips, and a glut resulting from Apple not upgrading the capacity of their flash-based products as quickly as the NAND industry expeted.<BR/><BR/>This is a NAND overproduction problem, not an Apple demand problem.Tommo_UKhttps://www.blogger.com/profile/12569233873671009685noreply@blogger.com