on the CC? I can't listen to it today
No, Eli said they wouldn't be discussing that today, only that Judy would be speaking later.They are discussing the future growth of NAND Flash and its very impressive - like 12 fold by 2013 in the entire mobile sector.
Eli expects to ship 1 billion units in next 24 months. Shipped 1 billion in last 3 years. Says that flash has become pervasive and will expand at least 7 fold by 2013. To the moon ,Alice. POW!