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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.

SNDK 210.20

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Dec 1 3:59 PM EST

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To: SiliconAlley who wrote (3147)	11/15/2017 4:51:45 PM
From: Charlie Smith	4 Recommendations Read Replies (1) of 4834

Cisco CFO on their earnings call a few minutes ago: Yeah, so the vast majority of the impact on our gross margin is driven by memory. It is basically 1.3 points of my product gross margin decline year-over-year. Everything else in our gross margin is basically in the normal ranges. So we expect that to continue when you look at the guidance. We did bring it down half a point to account for that because we are still seeing increases as we look forward...

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