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

To: Sam who wrote (4008)	10/31/2018 12:05:15 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 4827

The latest announcement form Samsung, cutting capital spending in light of slower growth in the memory sector, indicates that Samsung is reluctant to flood the market with low priced chips that substantially reduce its own profit margins. That the major producers (Samsung and WDC-Toshiba, at the very least) are throttling back on capital expansion is further evidence that each is comfortable with its market share and is giving greater priority toward maintaining gross margins. Inasmuch as WDC still very likely is the lowest cost producer, owing in part to the devaluation of the Japanese yen, this latest news from Samsung is encouraging for WDC shareholders, and also for MU, which has never come near the gross margins of WDC, at least for solid state devices. Art