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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc. -- Ignore unavailable to you. Want to Upgrade?


To: Art Bechhoefer who wrote (3990)10/19/2018 2:40:44 PM
From: Sam  Respond to of 4827
 
Art, that is their plan. Let's see what they can produce first. Funny how the analysts take that possibly phantom production seriously but don't take Micron's plans for XP seriously.



To: Art Bechhoefer who wrote (3990)10/19/2018 4:41:25 PM
From: SiliconAlley  Respond to of 4827
 
300,000 wafers a month? That's a lot of new capacity. No wonder some analysts are worried about future earnings growth for WDC.


Don't worry, they're Vanilla Wafers, and do not compete with WDC products.