WE LIKE SANDISK, IF YOU CAN PROVIDE MORE MEMORY OR BETTER USE OF MEMORY, THAT'S WHERE YOU WANT TO BE FOCUS ON.
Contexte
"SANDISK IS UP AGAIN, ALL THE MEMORY NAMES YOU LIKE AS WELL. ... WE ARE ON MEMORY ..."
Transcription Complète
BUSINESS SO THANK YOU, TALK TO YOU AGAIN SOON. I MENTIONED COHERENT DOWN TODAY, ALTHOUGH THAT'S NOT NECESSARILY SURPRISING. THE SAME DAY STOCK IS DOWN, LATER IN THE WEEK IT'S UP AND IT'S GONE UP A LOT. MY NEXT GUEST IS A BUYER, YOU KNOW HER. YOU SAY THERE IS SO MUCH UPSIDE AND THIS WAS INTERESTING, WHO TALK ABOUT OPTICAL, THE FOCUS IS TO SCALE UP BUT THERE'S ALSO SKILL ACROSS AND SCALE OUT, WHAT DOES THAT MEAN? >> COREY TALKED ABOUT SCALE OUT, IT'S USING OPTICS AS A COVER FOR LONGER DISTANCES AND THIS HAS BEEN GOING ON IN THE PAST BUT WE WILL SEE MORE IN THE FUTURE, IF OPTICS ARE INCLUDED INSIDE THE SERVERS SO IT'S CONNECTING DATA CENTERS TO THE OUTSIDE WORLD SCALE ACROSS CONNECTING THEM TOGETHER AND SCALE UP OPPORTUNITIES INCREMENTAL COMING IN 27 -- 28. >> I MET ONE REASON YOU ARE CONFIDENT WHERE THIS GOES, SUCH AS A TRADE, IT'S LONG-TERM AND YOU STILL LIKE MOMENTUM AND COHERENT. >> ABSOLUTELY. MOMENTUM IS BETTER POSITION BECAUSE THEY SELL THE LASERS AND THAT'S WHERE IT IS. AS WE MOVE FORWARD AND CAPACITY, IT WILL BE AN INTERESTING OPPORTUNITY SO DEPENDING ON WHERE IT IS, IT'S ONE OR THE OTHER BUT BOTH HAVE EXCITING PROSPECTS AHEAD. >> I WANT TO ASK ABOUT SPACEX, YOU LIKE SPACEX BECAUSE YOU SAY IT WILL BE BIFURCATED. FRONTIER MODELS WILL GO ONE WAY WITH CUSTOM-MADE CHIPS AND EVERYONE HAS TO USE NVIDIA AND THEY BASH THEY WILL BE MAKING THEIR OWN CHIPS. >> AND THEY ARE ADDING THEIR OWN CHIPS, IT WILL BE A LONGER-TERM ASPECT, I THINK OVER THE NEXT YEAR THEY PLAN TO ADD CLOSER TO TEN GIGAWATTS OF CAPACITY AND THAT'S A BIG DEAL SO CORE WE'VE AND NEVYAS, SPACEX BE COMPETITIVE SO IF YOU DO VALUATION FOR THE BUILDOUT IN THE AIP'S ALONE, YOU'RE GETTING IT FOR FREE. >> UP UNTIL 30 MINUTES AGO, SANDISK WAS THE NUMBER ONE MOVER IN THE S&P. THERE'S A PASS ON A POTENTIAL TAKEOVER, YOU ARE AT SANDISK MEETING TODAY, WHAT ARE THEY TALKING ABOUT? IT'S EXPLODING. >> THE MEETING COULD NOT HAVE BEEN MORE BULLISH, THEY PROVIDED GUIDANCE TO 2030, BASICALLY PROMISING 80% GROSS MARGINS THROUGH THAT PERIOD OF TIME. >> STRONG GROWTH FOR HOW MANY YEARS? >> 22030 SO THAT'S WHERE THEY HAVE VISIBILITY BASED ON THAT, AND EVEN THE LOWER END OF THE CONTRACTS PRICING OF THE CONTRACTS OF THIS MOTION EMBEDDED IN FURTHER THAN THAT, THEY ARE DOING INNOVATION ON USING MEMORY SO COMPETITIVE PRODUCT CALLED HBS AND THAT'S WHAT I FOUND INTERESTING. >> SANDISK IS UP AGAIN, ALL THE MEMORY NAMES YOU LIKE AS WELL. >> WE ARE ON MEMORY, OR YOU WANT TO BE FOCUS RIGHT NOW IS COMPANIES THAT SOLVE THE MEMORY AND EVERY TIME WE HEAR SOLUTIONS WE LIKE SANDISK, IF YOU CAN PROVIDE MORE MEMORY OR BETTER USE OF MEMORY, THAT'S WHERE YOU WANT TO BE FOCUS ON.
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