They are executing in line with what their plans are.
Would I like to see them ramp up earlier? Yeah, it'd be nice. But I'm sure they are moving as fast as they can.
This is one of the hottest markets in the industry.
This is another way to diversify because NAND flash is incredibly hot right now. It puts them in a good position to have the complete supply chain.
They needed to diversify because ... all the long-term forecasts for DRAM are not bright.
They have all the capacity coming online, but they are going to need it sooner rather than later.
