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." ?