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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Sam who wrote (77175)	9/26/2017 8:10:53 PM
From: Elroy	Respond to of 95579

Micron said sales were helped by a 5% rise in the volume of DRAM chips compared to the prior quarter, and a 3% rise in NAND chip sales, combined with an 8% rise in DRAM prices and a 5% rise in NAND prices. As far as NAND goes, does this mean that they sold 3% more Gigabits of NAND than in the previous Q, while NAND price per Gigabit increased 5%? Ramping NAND sales by only 3% this Q seems low to me, no? Aren't they well along in a tech transition to 3D NAND and they should be ramping NAND production, at some point? A 3% increase in production (which presumably matches # of Gigabits sold) seems really low. It would deliver something like 12% or 13% per year in increase Gigabits of NAND per year if the other quarters were at the same rate. No wonder prices are rising...... The writing is poor. It describes a 5% rise in the volume of DRAM sales (which presumably means bits), and a 3% rise in NAND sales, which for NAND should mean revenues, not volume of NAND bits. But they probably mean NAND bits. If NAND sales only grew 3% against a 5% increase in prices, then NAND bits sold declined, which don't make no sense. As usual, pretty incomprehensible.