WDC, NAND, NVM, enterprise storage systems, etc. Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.

WDC 38.68

+5.4%

10:47 AM EDT

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Art Bechhoefer who wrote (4608)	3/5/2021 1:28:41 PM
From: Elroy	Read Replies (1) of 4791

Hi Art, Price increases for NAND will reduce demand for NAND. It’s common sense. It’s historical fact. n this case it appears that demand is somewhat inelastic. It goes up even in the face of slight increases in price. Or it remains constant even in the face of price cuts, depending on other external economic and political factors. Keep in mind we are talking about a forecast, not a historical case. I doubt NAND prices will be stable for H1 2021, and THEN increase in H2 2021. My hunch is there is probably LOTS of double ordering now due to the tightness in the semi supply chain, and this double ordering is holding up NAND prices today. it’s just as likely the semiconductor tightness loosens in H2 2021, and prices of everything decline a good bit then. We can all forecast. I think forecasting a nand price increase to occur six months from now takes more magical futures knowledge than any of us possess.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next