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To: Sam who wrote (55093)6/5/2013 3:52:49 PM
From: slacker711  Respond to of 60323
 
Michael R. Splinter

Yeah, the customers that are making those early transitions are really focused on the 3D NAND technology, and they are very different. Some of these steps are very different than what you see in planer NAND.


Thanks, this makes sense. So there is real execution risk on whether Samsung can actually ramp up that fab next year.

Slacker


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