That's certainly true mjc159 but the big difference it that at some point Samsung have announced that they have a contract to supply memory modules to Apple. Therefore the market sees a big launch for Apple and thinks "cool, more sales for Samsung". I am positing, and I cant stress enough how much I want to be wrong, that if POC launch without any announcement from ADO the market will assume that the other big fish, along with BBI, got off the line.
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