Monday, March 14, 2011

Quake to Push Up Component Prices

The Wall Street Journal and Engadget are reporting that the Japanese quake will be pushing up component costs.  As of 9:56 AM Sandisk (SNDK) is up 3.15 %.  Good news for tech component investors, bad news for tech buyers.

Hopefully your capital gains on Sandisk will be enough to cover your exorbitant tablet, smartphone and PC refresh costs later this year.

Watch out for movements in Apple (AAPL) who has leveraged their 50 billion cash stockpile to snatch up components in advance and act as a virtual monopsony in the tablet component market thus far.

Engadget on Component Crisis

Wall Street Journal on Component Crisis


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