I wonder just how much *recent* NAND price drops affect Apple? They are a huge buyer, they are probably buying on a set contract price that reflects their purchasing power. Lower prices can help them on the next round of negotiations, but might not do anything for them this quarter.
No way to really tell w/o access to the specifics of their contract. It could even have some built in adjustments for changes in spot prices. I'm just saying that maybe those chickens should not be counted yet.
Gee, those 195 calls I sold seemed sooo far out of the money at the time! I keep doing that - bitter-sweet - I sure won't complain about the stock rising ;)
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