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Micron Technology, Inc. Message Board

  • jayand777 jayand777 Aug 14, 2014 10:27 AM Flag

    Apple...

    Micron quarter ends in 2 weeks, With Apple now building record numbers of new iPhones and iPads for fall launch, business at Micron is absolutely booming.

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    • Yes but it is not the here and now that will carry the day. It is the outlook going forward. Everyone who is paying attention at all knows that they will have a good quarter coming up. It is all about whether there is an expectation that things will stay good. In addition, I suspect that Apple is getting a volume discount. Apple is not very charitable and squeezes suppliers as much as possible. Sndk reported just this with Flash last time they reported. The Dram and Nand supply/demand situation is not exactly the same but Apple is still a pretty big gorrilla and they use it to their advantage. Also the forward looking issues remain- how is 3d nand going? How is Mu doing getting their SSD's up to snuff and getting in with the OEM's. How is Mu doing on catching up on Dram? Where are they on the Cube and getting into the enterprise side of the SSD's. How are they doing with the convertables?

      All these things make for scary times despite the fact that they will have a good quarter. Hopefully they will report good numbers and good progress on all these fronts. Crossing my fingers.

 
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