WDC, NAND, NVM, enterprise storage systems, etc. Message Board

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

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Nov 21 9:30 AM EST

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From: reddy_s	3/22/2018 10:27:22 AM
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Memory chip fervor continues Not a day goes by without upbeat things being said about memory chips. Today, in advance of fiscal Q2 earnings from Micron Technology ( MU), after the closing bell, Susquehanna’s Mehdi Hosseini writs that demand for DRAM and NAND flash in enterprise and cloud computing is so far going better than he’d expected, which is a good sign for chip prices. “We expect NAND ASP declines to bottom in the June quarter and trend flattish into 2H,” he writes, "while DRAM ASPs are expected to increase Q/Q in 1H followed by flattish trends into 2H." Micron stock today is down $1.07, or 1.7%, at $60.01. barrons.com

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