Inphi comments at Stifel Nicolaus conference 2
However, Inphi does convey an uncertainty about the demand for LRDIMM - perhaps correctly suggesting that OEMs have little interest in pushing memory that would obviate need to buy more servers (if adding memory will allow to create more virtual machines on same servers etc.):
at the 16:10 minute mark ..
Tore Svanberg - Stifel Nicolaus (Analyst):
And, you know, you showed a chart, I think it was maybe an IVC (?) chart looking at you know how 32GB and then eventually 64GB will ramp.
Umm .. but when you talk to your biggest customers, let's say, you know Micron and Samsung, I mean how how are they looking at that type of ramp.
Uh .. is it very similar .. uh .. and you know what types of penetrations are they talking about both this year and next year ?
John Edmunds - CFO:
Umm .. so .. it's difficult in the supply chain to get a lot of .. uh .. uh .. forecast.
Uh .. because essentially 32GB it's a new product altogether.
So in in general people don't know how demand there will be for that.
So we actually think it'll become .. uh .. uh .. it'll become demand .. it will be pull driven in effect, because you will have CIOs who are saying I'm going to order a batch of Romley systems, but I want them to be the LRDIMM configured, because I've tried that .. I can see that really benefits my application.
Uh .. and .. because .. for two reasons, the new product and because .. uh .. the the system and memory guys don't know how many customers (are) out there - they are going to call for that.
They are conservative right now on what their thinking will will actually be the demand or what will be the shipment for ..
at the 17:25 minute mark ..
As I showed you earlier on that one example, there is also less hardware to ship if you are shipping that kind of configuration.
So I'm not sure anybody's out there banging the bush sayin' "hey do this and buy less hardware" right ? It's a little bit of an anomaly in that sense.