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

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

SNDK 244.09

-8.2%

11:30 AM EST

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To: Sam who wrote (3912)	8/3/2018 11:07:17 AM
From: SiliconAlley	of 4828

In the article I just posted, it says that they believe that that is a factor in what they say will be oversupply If you review the earnings call transcript, I think you can infer this from management comments. They did point to a softening in demand, as well as pricing coming down more quickly than costs. The buyer of spam at the supermarket wants different things than the reader of an article about NAND vendors. These articles are not focused on investments, and there is no need to discuss declining costs.

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