Micron Technology Inc at Goldman Sachs Technology & Internet Conference Transcript
Okay. Great. My name is Mark Delaney, and I cover Micron at Goldman Sachs. Thank you all for being here today. And with us from Micron, we have Sumit Sadana, the Chief Business Officer; and Dave Zinsner, the Chief Financial Officer.
Questions & Answers
I thought that we could start with some questions on the NAND business, the estimate given your extensive background in that part of the industry. I know your responsibility is now a lot broader, but I thought we could start with NAND. And maybe we can just start with your views on the NAND cycle. How -- do you have a sense of how strong the current NAND upturn may be? And what are some of the key things that you're watching for gauging the supply-demand for this year?
Sure. Just in terms of the risk factors, I want
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