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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.
SNDK 205.26-2.4%3:59 PM EST
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To: bigchad who wrote (3149)11/15/2017 6:03:40 PM
From: bigchad4 Recommendations

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NTAP just answered a question about DRAM and NAND on their earnings call. They said that short supply of both have been a headwind but definitely more with DRAM than NAND. They also said they expect the supply demand balance to come more into balance by the middle of next year which "slipped" a little than their previous view which was balance coming earlier in 2018.
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