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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.
SNDK 215.03-2.5%Nov 26 3:59 PM EST
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From: Sam12/8/2017 8:31:57 AM
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This is from last night's Dell CC. The first question in the Q&A period was on ... memory/storage availability and pricing. Both WDC and Micron are up pre-market.

Our first question will come from the line of Frank Jarman with Goldman Sachs. Please go ahead.

Franklin Jarman

Great, thanks guys and congrats on the quarter. I guess I wanted to start off just seeing if you can give us an update on the memory and input costs that you're continuing to see, there's been some market discussion about NAND prices potentially peaking over the next few months so, just as you guys worked through your negotiations with the supply chain what are you guys seeing in terms of availability and how should we think about your ability to push on some of those costs as we move further into 2018? Thank you.

Jeff Clarke

Sure, hey Frank, Jeff Clarke here. A couple of things why I suspect given the basis of the question you've seen what we've gone through which is the longest inflationary period that I can recall in memory in a decade plus. And that's a byproduct of two things; one, there hasn’t been any new DRAM capacity been brought online and then the consumption of DRAM is at the highest rates we've seen. In fact our own server group we've seen our memory density that we will ship per server go up tremendously on a year-over-year basis and sequentially as well. So putting tremendous pressure on supply.

As a result our outlook is DRAM pricing while moderating units of inflation it still continues to go up through the first half of next year. And we think NAND is moderately inflationary as well through the first half of next year. We see all-flash arrays just driving tremendous demand for more NAND and we are pressuring the capacity that's available, does that help.

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