WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 163.61

+2.2%

Nov 6 3:59 PM EST

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From: JCnieuwenj	4/28/2016 4:51:26 AM
	3 Recommendations Recommended By BeenRetired FJB joncon63 Read Replies (1) of 60323

Sandisk own comments over Q1 s21.q4cdn.com Interesting stuff there like higher FCF comes from changes in Flash Ventures accounting 6% less Gigabytes sold Q/Q Enterprise Revenue grew 9% Q/Q and 15% Y/Y Growing contribution and strengthening customer engagements from InfiniFlash On track to launch 15nm 12 Gb/s enterprise SAS SSD and NVMe PCIe SSD later in 2016 ( SO not 3D yet for enterprise ) Now receiving initial 3D NAND production output at New Fab 2 facility; began OEM qualification work on 3D NAND On track for development of the next generation 3D NAND, expected to be in volume production in 1H 2017 2016 Y/Y industry bit supply growth expected to be in the low-30% range 2016 Y/Y SanDisk bit supply growth expected to be somewhat lower than industry average, likely close to 30% 3D NAND is estimated to represent 15% to 20% of the industry’s total NAND wafer capacity exiting 2016 SanDisk’s 3D NAND wafer capacity is estimated to be approximately 15% of our total wafer capacity exiting 2016

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