Ed Ludlow
👤 SpeakerAppearances Over Time
Podcast Appearances
Memory prices.
This is a key name in NAND, although it's kind of the runt of the litter in the memory names that are out there.
It was spun out from Western Digital, of course.
But we know the story.
Scarcity of memory.
This is a fabulous name.
Koexia is their fab out of Japan, right?
The Toshiba spinoff.
And how is that impacting Apple?
Well, Apple is down 6 cents to a percent.
Absolutely smashed it.
iPhone smashed it.
Outlook smashed it.
We're worried about memory prices.
Over to you.
One minute, eight seconds, Ed.
stopwatch that was too long sorry it was lovely nobila purple can go even deeper on apple idc senior research director and nobila they did smash it extraordinary growth particularly in china but their anxiety overrules should it
I can play both sides in terms of the stock has run up 3.3% this week.
So maybe there's just a little bit of profit taking as well in the bill.
But our guests at the top of the hour,