Nand pricing is doing exactly what was expected and predicted by SNDK management. THis analyst hit just right....expect some drop from te inflated highs, then steady into Dec and first quarter....meanwhile SNDK cost production is plummetting:http://www.electronicsadvocate.com/2009/11/02/ddr-pricing-up-nand-flash-slips/Volume is sickening, nobody will be interested in demand picks bak up.....and it will soon. This year will be like 2005. SNDK had great earnings, but fell 20 percent in the month of December. But then it went from $47 to $74.......IN DECEMBER.
hmmmm....nand demand high....nand pricing holding.....and Dec looking great so far.....could we have another 2005 (or anything close to it)???