Lehman chip analyst: Micron should benefit from Apple’s next-gen iPhone

“Lehman chip analyst Tim Luke writes this morning that ‘proprietary checks’ show Apple may build 3 million 3G iPhones by June, with at least 10 million built by year end,” Eric Savitz blogs for Baron’s.

“Luke says memory chip maker demand Micron Technology should benefit in the coming weeks from firming NAND spot pricing as a result of Apple procures parts for the 3G buildup,” Savitz reports. “And he also notes that Micron shares tend to track NAND spot market pricing; ergo, he thinks the stock could rally.”

Full article here.

[Thanks to MacDailyNews Reader “Brawndo Drinker” for the heads up.]

16 Comments

  1. “As the 21st century began, human evolution was at a turning point. Natural selection, the process by which the strongest, the smartest, the fastest, reproduced in greater numbers than the rest, a process which had once favored the noblest traits of man, now began to favor different traits. Most science fiction of the day predicted a future that was more civilized and more intelligent. But as time went on, things seemed to be heading in the opposite direction. A dumbing down. How did this happen? Evolution does not necessarily reward intelligence. With no natural predators to thin the herd, it began to simply reward those who reproduced the most, and left the intelligent to become an endangered species.”

    YouTube: “Idiocracy” – intro (02:52)

  2. Cubert – that wasn’t lame: a nice relief from seriousness is all, and most welcome.

    Mid you, I’m post-Pringles myself, more into Greek olives soaked in lemon and pimentoes.

    Don’t dare eat ’em near the Macs of course ” width=”19″ height=”19″ alt=”wink” style=”border:0;” />

  3. @DJ,
    Not a big chip person myself, but if I do it’s usually Pringles or Sun Chips.

    And, I am OBSESSIVE about not allowing anyone to drink any beverage near either of my Macs, including myself!

  4. Cubert,

    Yep, I know what you mean about beverages. I chucked half a bottle of white wine down the keyboard of my last laptop. It sorta gulped and slowly died, enough for me to get an MBP anyway.

    Then it revived! And my younger daughter is the lucky user of a nice bit of legacy kit ” width=”19″ height=”19″ alt=”wink” style=”border:0;” />

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