Gurinder Kalra
Gurinder Kalra
april guidance quarter
Guidance for the April quarter was appreciably better than expected.
advantage company cost extremely given memory successful
Clearly, if the company is successful with this, it would be extremely significant given the cost advantage of 3D memory over NAND.
benefit company continue expect favorable medium outlook spending term
We continue to like the medium term story and expect the company to benefit from the favorable communications spending outlook for 2006.
believe china improved order outlook spending
We believe that the improved order outlook suggests that the long-awaited acceleration in spending for 3G infrastructure build-outs in U.S. and China is upon us in 2006.