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Lakers_w

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Lakers_w

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Friday, 04/27/2007 1:18:59 PM

Friday, April 27, 2007 1:18:59 PM

Post# of 22113
10MM iPhone in 18mos: Apple scrambling to secure more NAND flash ahead of iPhone.

I would be a big buyer at $16. My ASP is $17 even before today. The tide is turning. My source said wafer start for Xscale went through the roof. Sehat was conservative in saying Xscale rev run rate is $600 by calendar Q4 07. It's more like $3/4 billion.

I expect a good Q2 guidance due to iPhone (11g, Xscale), Apple TV (Fujitsu HDD using MRVL read channel chip), Airport Extreme Basestaion (wireless router chip), HDD, GigE, wireless switch, BlackBerry RIM, 8100, 8700, 8800, Palm Treo, MOT Q, LG Prada, Samsung, Asustek (the biggest ODM in Taiwan and the world),...

http://www.appleinsider.com/articles/07/04/27/apple_scrambling_to_secure_more_nand_flash_ahead_of_ip...
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