* Posts by MJDD

1 publicly visible post • joined 1 Feb 2017

Flashy Intel sees the XPoint of solid state

MJDD

Seems like a really big deal, am I missing something?

From Intel's earnings conference call:

"...10% of the revenue [in 2017], and really ramping much, much more into 2018."

http://seekingalpha.com/article/4040411-intel-intc-q4-2016-results-earnings-call-transcript?part=single

This seems very important, and (almost) no one is talking about it. Am I missing something?

Also, I think this article is under estimating the revenue:

"...XPoint contributing 10 per cent of revenues in 2018."

Should be 10% of total revenue in 2017, and "...much, much more into 2018." ?