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- 2002-01-16
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不知道是否是介入的好时机.
高手指路.
转贴的是yahoo上的一则转贴:
10:33 SanDisk and Lexar extend declines on pricing concerns
Both SNDK (-3.8%) and LEXR (-7.3%) have rolled over this morning and are currently trading near their session lows. JMP Securities said in their morning note that the accelerating pace of capacity investments in NAND flash memory aimed at meeting the exploding demand for digital storage in cameras, MP3/digital media players, USB portable drives, etc will likely slow down the recent price increases in the NAND flash memory mkt, and potentially slow down the torrid rev and earnings growth rate of pure-play NAND flash memory players such as SNDK and LEXR. (Note that yesterday at 13:12 Briefing.com highlighted concerns in the group attributed to talk of rising flash card supply in the spot market and talk of aggressive retail rebates.)
高手指路.
转贴的是yahoo上的一则转贴:
10:33 SanDisk and Lexar extend declines on pricing concerns
Both SNDK (-3.8%) and LEXR (-7.3%) have rolled over this morning and are currently trading near their session lows. JMP Securities said in their morning note that the accelerating pace of capacity investments in NAND flash memory aimed at meeting the exploding demand for digital storage in cameras, MP3/digital media players, USB portable drives, etc will likely slow down the recent price increases in the NAND flash memory mkt, and potentially slow down the torrid rev and earnings growth rate of pure-play NAND flash memory players such as SNDK and LEXR. (Note that yesterday at 13:12 Briefing.com highlighted concerns in the group attributed to talk of rising flash card supply in the spot market and talk of aggressive retail rebates.)
