Sanjay Mehrotra Expect industry to be undersupplied in DRAM through 2018 “Moving on to the demand and supply fundamentals, we expect the industry to remain moderately undersupplied for the rest of 2017 for both DRAM and NAND. We see DRAM … Continued
Ernie Maddock – SVP & CFO Future data use is DRAM intensive “use of data is expanding and as you think about applications like autonomous driving and artificial intelligence, so every single thing we contemplate that’s driving the economy, the … Continued
Ernie Maddock – CFO Autonomous provides an opportunity for high growth in automobiles “As we project forward and you think about realizing the vision of autonomous vehicles you are talking likely about four to five times increase in the current … Continued
Micron Technology’s (MU) Management Presents at Credit Suisse Ernie Maddock Overall demand environment healthy “Relative to the market as we see it, the overall demand environment continues to be healthy. We do continue to see supply growth flowing with technology … Continued
Micron Technology’s (MU) CEO Mark Durcan on Q4 2016 Results Continue to see the environment improve “On the last call, we reported that while we were seeing signs of improvement in selected markets, we were uncertain of the extent and … Continued
Ernie Maddock – Chief Financial Officer and Vice President, Finance Experiencing ASP improvement, strong demand and weak supply growth “we are experiencing the ASP improvement in the spot market as well as the contract markets. We’ve seen some nice stabilization … Continued
Results impacted by continued weakness in PC “op line results were primarily impacted by continued weakness in the PC segment and the mobile qualifications we discussed last quarter. With recent data points indicating some improvement in channel pricing, an expectation … Continued
Mark Durcan Automotive remains strong “In our Embedded business unit, automotive design-in activity remains strong, particularly with 20-nanometer DDR3 and low power DDR4 products. We’re seeing growth with automotive customers in greater Asia and continuing to build upon success with … Continued
http://seekingalpha.com/insight/earnings-center/article/3772696-micron-technologys-mu-ceo-mark-durcan-on-q1-2016-results-earnings-call-transcript?part=single Mark Durcan Can envision a future in which no additional DRAM wafer capacity is required “based on current long-term outlook we foresee technology driven supply growth slowing and can envision a future in which no additional DRAM wafer capacity … Continued
El Pollo’s (LOCO) CEO Steve Sather on Q3 2015 Results We’ve seen reduced visits from some of our more price conscious consumers “it was reduced the visits from some of our more price conscious consumers.” It’s going to take some … Continued