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Re: Zeev Hed post# 452597

Thursday, 01/26/2006 10:38:07 AM

Thursday, January 26, 2006 10:38:07 AM

Post# of 704047
the concerns are with some weakening Nand pricings or some such , let me find,....


NAND Flash pricing looks rough in 2006-Neut@BARD
The firm believes NAND Flash card retail pricing has been down as much as 40% since the end of last year, supporting BARD's position that NAND is now starting an oversupply. BARD feels SNDK's Q1 guidance will show seasonal slowdowns along with lower pricing. This could impact gross margins.


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