Pouring cold water on the hot SanDisk and NAND, Jeffries: The market underestimates Yangtze Memory Technologies
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Jefferies' Conor holds a pessimistic view on SanDisk, believing that as Yangtze Memory Technologies actively expands, the specifications for client solid-state drives (SSDs) continue to be downgraded, and he remains concerned about the outlook for NAND flash memory. He also stated that many European SanDisk optimists he has encountered underestimate Yangtze Memory Technologies' current market share and how small the gap in technology is compared to SanDisk
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