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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 (3726)5/14/2018 10:21:36 AM
From: SiliconAlley   of 4828
 
This is a generalization that isn't always correct.

Of course its a generalization, a general principle of vendor migrations. The point is that NAND revenue per smartphone remains relatively constant over time, it doesn't trend up over time.

This was exactly Art's original argument

Art's original argument was a denial of declining smartphone shipments (asserting that the rate of increase was slowing, that shipments weren't declining), something that no one in the industry denies. While Art stated that that the basis of the author's assertion was a decline in QCOM revenues, the author of that article he cited made no connection between QCOM revenues and smartphone shipments.
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