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

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

SNDK 244.72

-7.9%

Nov 18 3:59 PM EST

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franklin1

Sam

toastr

To: SiliconAlley who wrote (3849)	6/21/2018 4:04:24 AM
From: JCnieuwenj	3 Recommendations of 4828

And : * NAND ASP modestly lower * NAND Products ASP actually higher for MU * No demand issue in sight for the rest of the year * MU does 64L products qualifications right now, meaning not much bit growth in the recently ended quarter * Keep insisting on how/why that demand growth is related to secular trends and going to be experienced for the coming yearSS$ It's all good stuff, folks

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