WDC/Sandisk Corporation Message Board

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Technology Stocks : WDC/Sandisk Corporation

WDC 150.21

+8.7%

Oct 31 9:30 AM EST

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From: BeenRetired	5/18/2016 5:26:07 PM
	of 60323

PLAB CC: "cross-over for 3D NAND is still not great".................................................... Christopher Progler And Patrick, the cross-over for 3D NAND is still not great. I think a lot of chipmakers they’re still kind of marvel at how much capacity they need and how much wafer space. So the cost picture is still not great which means 3D is still right now suitable for a fairly narrow slice of NAND applications.

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