WDC/Sandisk Corporation Message Board

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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

From: BeenRetired	2/20/2016 1:41:31 PM
	1 Recommendation Read Replies (1) of 60323

AMAT CC: "almost no CapEx for XPoint in our forecast"............................... Farhan Ahmad - Credit Suisse Securities ( USA) LLC (Broker) Thanks for taking my question. Congratulations on the solid results and guide. My first question is on 3D NAND. In your guidance of up 25%, can you tell us if you are including XPoint or any of the new memories in there? And secondly, if you could tell us what portion of the non-CapEx was 3D last year and how much of it is on 3D this year? Robert J. Halliday - Chief Financial Officer & Senior Vice President So I can take on the XPoint. XPoint still is really in the early phases. So really almost no CapEx for XPoint in our forecast. And what was the other question? This was a 3D NAND centric CC.............

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