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Technology Stocks : WDC/Sandisk Corporation

WDC 138.18

-2.3%

Oct 30 3:59 PM EDT

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To: FJB who wrote (44763)	6/28/2010 5:31:04 PM
From: Sam	of 60323

A few notes from the Micron Q3 CC: Ron Foster comments: NAND byte production expected to be flat in the coming quarter. Did I hear that right? I find this strange, given their 2nm node transition. [EDIT: No, I didn't mishear it. They are ramping 25nm very, very slowly, it seems. This comment was repeated during the Q&A] Their NAND costs decreased about 9%, while ASPs decreased slightly. They sold 21% more bytes than last quarter. $850-950 capex for the coming year, including Numonyx. Mark Adams comments: They don't notice any "material impact" from Europe so far. comments during the Q&A They still don't have "complete clarity" about Intel's participation in IMFT. No firm roadmap for ramping the Singapore fab. [EDIT: my bolding] NAND byte production in Q1 (ends in Dec) also flat; "pretty good growth after that--mid teens" Far from weakness, they have noticed pockets of strength in retail and Europe. China, India both very strong. [EDIT: This bodes very, very well for Sandisk.]

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