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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.
SNDK 200.32+2.2%Nov 21 9:30 AM EST
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To: Unwelcomeguest who wrote (3627)4/19/2018 11:56:32 AM
From: Charlie Smith  Read Replies (1) of 4828
 
From the IBD article on LAM:

"It raises concerns that memory (chip) customers, which accounted for 84% of Lam's shipments in March, are delaying orders in response to potential Nand oversupply."

What would this same analyst have said if the LAM CEO had announced record orders for NAND production equipment? Wouldn't these (supposed) oversupply concerns be even worse at that point? Not sure I understand the logic here, if there is any.
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