SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.
SNDK 200.32+2.2%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: Unwelcomeguest4/30/2018 8:03:28 AM
   of 4828
 
Article about MU, but has a lot of relevance for WDC.

seekingalpha.com

From the last page:

"For NAND, price declines should accelerate as more chipmakers ramp up mass production of 64- and 72-layer products in 2Q18. While NAND demand should recover partially as prices fall, the price erosion should extend through 2H18. Nevertheless, any NAND price declines should be driven by NAND content growth, not supply-demand imbalance."

FWIW,

UWG
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News