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Technology Stocks : WDC/Sandisk Corporation
WDC 163.00-0.4%Nov 7 9:30 AM EST
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To: Sam who wrote (55072)6/5/2013 3:27:53 PM
From: Bargain Hunter  Read Replies (1) of 60323
 
Sam, thanks for posting the Micron link. The 3 items I found most interesting were:

  1. No idle capacity: this comment indicates that Bedard believes that Toshiba has already restored full NAND production.
  2. Planar vs. 3D NAND: it sounds as though Micron is closer to SanDisk's path than that of Samsung and Hynix.
  3. Paying down debt to improve the balance sheet: suggests they will be cautious regarding capital spending.
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