Post Japanese quake, Apple is having a difficult time procuring NAND and DRAM memory chips, as well as glass for its iPad 2.
Toshiba, #2 global supplier of NAND flash, said their factories in Japan would be closed for at least 1 month. Since then, spot prices for both NAND and DRAM have soared.
Because of these difficult headwinds, there is a distinct chance Apple’s margins will be hampered in Q2.
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