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Technology Stocks : WDC/Sandisk Corporation
WDC 159.98-2.2%2:34 PM EST

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Bruno Cipolla
To: Unwelcomeguest who wrote (55085)6/5/2013 11:43:41 AM
From: Sam1 Recommendation   of 60323
 
we all know that the ROI for a major fab investment to make planar NAND is getting more and more difficult to justify with each day that goes by.

No one will be building a new fab to produce planar 2D NAND. I feel very comfortable saying that categorically.
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