SOURCE: The Bedford Report

The Bedford Report

July 25, 2011 08:16 ET

NAND Market Expectations Critical to Micron and SanDisk's Momentum

The Bedford Report Provides Equity Research on Micron Technology & SanDisk

NEW YORK, NY--(Marketwire - Jul 25, 2011) - This earnings season several chip companies focused on NAND flash memory saw their top lines surge, as a weak PC market was offset by strong demand for smartphones and tablets. Research groups warn, however, that NAND demand may also be on the downturn going forward. The Bedford Report examines the outlook for companies in the Technology Sector and provides investment research on Micron Technology, Inc. (NASDAQ: MU) and SanDisk Corporation (NASDAQ: SNDK). Access to the full company reports can be found at:

The latest research from the firm Objective Analysis argues that that the use of NAND flash as PC memory could knock DRAM memory from its biggest market. A series of PC benchmark tests of the performance of DRAM and NAND capacities showed that a dollar spent on NAND will already give a better performance than the same amount spent on DRAM. DRAM is already suffering from the declining interest in personal computers, and the report forecasts a drop in revenues if NAND is to take over PC duties in the future.

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Perhaps some of the key drivers for NAND technology have been Apple's iPhone and iPad. On the downside, research from IHS Supply argues that Apple could -- ironically -- be responsible for future weakness in the NAND market. IHS Supply says that with the introduction of the iCloud storage service, the massive demand for Apple's various mobile devices could have a detrimental effect as less memory is required.

Currently Apple is set to remain the largest purchaser of NAND memory this year, accounting for 28.3 percent of global demand. This is expected to increase after staying at 29 percent over the next couple of years, before decreasing by 2015.

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