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DRAM tight supply is Simple Reason Why? ISSI earnings are Exploding up 100% higher Next Qtr:



April 29, 2010 – Comments (0) | RELATED TICKERS: ISSI.DL , INTC , LRCX

ISSI is a derivative play of the current DRAM cycle, as larger competitors like Samsung are unlikely to turn their attention to the specialty side while there is a tight supply of commodity DRAM.


As a result of the tight supply of DRAM, ISSI profit margins are expanding and thus we have ISSI raising its EPS guidance for next qtr by as much as 100% higher from .24 eps to current .44 - .50 eps range.

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