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To: antiRepublicrat

If Apple bought a lot of desktop&laptop memory 3-6-12 months ago then it is out a bundle because memory prices have been sliding and are very cheap now. 8gb is very cheap and is the least I would build a desktop with and if I bought a laptop with 4gb pre-installed I would immediately buy 8gb for about $35 and upgrade it


142 posted on 09/01/2011 10:46:14 PM PDT by dennisw (nzt - works better if you're already smart)
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To: dennisw
If Apple bought a lot of desktop&laptop memory 3-6-12 months ago then it is out a bundle because memory prices have been sliding and are very cheap now.

I'm talking about how, for example, Apple spent one and a quarter billion dollars in 2005 to secure NAND shipments through 2010 from several suppliers. Apple has made additional smaller deals, like giving Toshiba half a billion dollars up front in 2009 for NAND for the initial iPad run. Apple secures so much capacity that back in 2008 Samsung warned their other customers there would be a NAND shortage. No shortage for Apple, of course.

Apple also spent $3 billion this year to secure future long-term supplies of touch screens, both for inventory prepayment and ramp-up capital expenditures. This has been estimated to be half of global touch panel capacity. RIM had to delay the PlayBook because Apple had already booked all available touch screen capacity.

People wonder where Apple spends their cash horde, since they don't buy big, high-profile companies as often as Google, HP and Microsoft do. This is where it's spent -- to secure low-cost, long-term, stable, and sometimes exclusive inventory. Apple spent more on one single NAND preorder than they did on their largest acquisition ever, which was NeXT for $400 million.

144 posted on 09/02/2011 6:41:44 AM PDT by antiRepublicrat
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