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Points to consider:

1] Elpida usually assigns about 40-60 percent of its mobile DRAM capacity for Apple according to Merrill Lynch.
2] Mobile DRAM accounts for only 10 percent of Samsung's overall operating profit
3] Elpida may not be very power efficient compared to other vendors as they are still using 40nm and just planning to move to 30nm. Other vendors are already at 20-30nm.
 
If this is true and Apple goes with more vendors then samsung has something more to worry about.


Good for Apple and Elpida. Especially good for Micron if they do acquire Elpida.
In the old days I used to buy all my memory from Micron.

Good for Apple. Now so good for everyone else, which might include you and me and other customers.

And what might Samsung worry about?

"too big to fail"?

"How one company having so much sway in an industry destroys the notion of 'free market' by utilizing destructive market forces?"

etc
 
Good for Apple. Now so good for everyone else, which might include you and me and other customers.

And what might Samsung worry about?

"too big to fail"?

"How one company having so much sway in an industry destroys the notion of 'free market' by utilizing destructive market forces?"

etc

Take it as Apple fan nonsense.

If MacRumours was "fair and balanced" in financial reporting, today would have a headline:

Apple's Market Cap Takes $15 Billion Hit Amid Widespread Selling

But, instead, nary a peep about AAPL's big drops....
 
Only morons who knows nothing about business world would think this would greatly hurt Samsung.
 
Reports on single day / weekly / monthly drops in share prices etc have absolutely no meaning. For example a 6% hit based on chip supply contracts is going to be easily offset with gains when the S3 is released to European consumers at the end of May and the US market shortly after with it's 9 million pre-orders.

To judge a companies success, look longer term and see how their overall strategy has impacted their business over the last 1, 3, 5 even 10 years. The case here being Samsung has gained nearly 41% in the last 5 years.

My point is take things like this with a pinch of salt, it's not going to have any effect in the grand scheme of things, just sensationalism so that websites can increase their traffic figures.
 
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