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

To: Sam who wrote (4061)	1/15/2019 4:34:11 PM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 4827

If the DIGITIMES report of slightly lower bit growth for the major NAND producers, leading to a 20% fall in the price of NAND flash, then it's possible to draw at least two conclusions: 1. Demand for NAND flash is highly elastic and can trigger large price reductions, or increases as demand changes. 2. A 20% drop in NAND prices would be due at least in part to lower production costs enabled by improved technology, such as 4 bits per cell and increased number of layers of 3D chips. I haven't seen any data on cost savings from technology advances, but I believe these cost savings are not considered seriously by analysts who predict sales and earnings for the group. Art