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

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

SNDK 195.96

-20.3%

Nov 20 3:59 PM EST

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To: storage_savant who wrote (3719)	5/11/2018 3:26:52 PM
From: SiliconAlley	Read Replies (1) of 4828

Your insights are often good, but your public posts are filled with constant nit picking of others. I'm sorry that you confuse challenging a poor premise with "nit picking." This is a discussion forum, where poor analysis can be freely challenged. Poster's are free to defend their views if they are able. As for memory demand, with respect to product sales, memory is sold by the chip not by the bit. As densities increase, chip sales can go down while bits sold can go up. Which is why bits sold is not a valid metric with respect to sales. As for "higher capacity points," the price of all points over time trends downward. Higher capacity points actually produce less revenue per bit than lower capacity points. One only has to look at DRAMexchange to see this. Today's session averages for 16Gb is 2.895, 32Gb is 2.644, and 64Gb is 3.664. Selling 4 16Gb chips produces over 3 times the revenue of a single 64Gb. So the notion that higher capacity points result in more revenue per unit basis is pure nonsense.

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