Tags: Apple, Sandisk, Micron.

The author of this piece suggests that SanDisk and Micron will be the big beneficiaries of strong iPhone demand. Until early 2006, SanDisk's stock matched Apple step for step, but one day memory prices started to fall and the company's took to separate paths - Apple's stock has gone up 3x while SanDisk lost 33% of its value. Might it be time for SanDisk to play a little catchup?

 

Submitted: Jun 20, 2007    Views: 245    Comments: 3    Likes: 6   


View Article: http://ce.seekingalpha.com/article/38493


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Comments Received:

JRodgers

Well, the stock was up 2 dollars today, so there maybe something here.

Posted: Jun 21, 2007

AronLiv
AronLiv

The iPhone is overhyped and isn't going to benefit anyone.

Posted: Jun 23, 2007

JRodgers

The stock is up another $1 and everybody is talking about the iPhone but looking for a way to play it other than to buy Apple. I wouldn't be surprised to see it go much higher in the coming weeks. Plus, the article makes very compelling arguments. i generally don't like to buy stocks on highs but am looking carefully at this one.

Posted: Jun 27, 2007



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