WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 163.00

-0.4%

3:59 PM EST

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To: Elroy who wrote (55059)	6/4/2013 9:06:25 PM
From: Sam	Read Replies (3) of 60323

I strongly suggest that people listen to Kipp Bedard's presentation at the Merrill Lynch Global Technology Conference this afternoon, here: investors.micron.com Elroy, you in particular will find some of the Q&A of interest--Bedard responds to a question about what happens if there simply isn't enough NAND or DRAM capacity to meet everyone's needs (something Bedard thinks is probable later in the year. He also talks about 3D, Micron's roadmap for it, and what he thinks will happen with it. He pretty much agrees with Sandisk's assessment. But everyone who follows NAND or DRAM will find it of interest. Not sure if there is a transcript somewhere.

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