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UBS Bearish on Memory: Starts Samsung at Sell, Downgrades Qimonda, Cuts Targets on Micron, SanDisk

in News on July 7, 2008 at 11:57 am PT

UBS chip analyst Uche Orji has turned cautious on the memory sector. He says a recent rebound in DRAM ASPs is not likely to be sustainable, with slowing demand ahead, and increasing risk of some NAND capacity being flipped over to DRAM production. Orji also remains negative on the NAND flash market, “due to persistent excess supply.”