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

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

SNDK 265.11

+10.7%

2:03 PM EST

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To: Bruno Cipolla who wrote (4490)	10/30/2020 10:48:03 AM
From: Art Bechhoefer	Read Replies (1) of 4825

The new fab tells us that (1) future demand is growing steadily, and (2) WDC and Kioxia still lead in the technology, and maybe in gross margins as well. Art

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