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Technology Stocks : WDC/Sandisk Corporation
WDC 163.00-0.4%Nov 7 9:30 AM EST
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david1951
To: brokenst0nes who wrote (55100)6/5/2013 11:36:35 PM
From: Sam1 Recommendation   of 60323
 
What about Fab 5 Phase II,

One more thing on this--Sandisk has always been conservative about building new capacity, waiting until they were pretty sure that the new supply would be soaked up by demand. I'm not saying that they have always been right about it, but nonetheless, that is their modus operandi. I don't believe that that will change.

And yes, I do think that, finally, SSDs have made it into the big time, and the next 3 or 4 years will be very strong ones for NAND, assuming of course that the macro economic environment holds up, something that may or may not be a good assumption.
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