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   Technology StocksWDC, NAND, NVM, enterprise storage systems, etc.


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To: bigchad who wrote (2590)10/5/2017 1:09:13 PM
From: Art Bechhoefer
   of 2787
 
It helps to look at the fundamentals. They justify neither a price of $500 nor as low a price as $80. In fact, one might consider what might occur if WDC DOESN'T prevail at all. Earnings will continue to rise because of faster than expected growth in demand, especially for enterprise and cloud servers. And WDC will not be saddled with additional debt at a time when interest rates are beginning to rise. The issue that WDC can capitalize on, whether it owns or controls the rest of the joint venture, or whether that roughly half portion goes to a competitor, is the potential loss of its proprietary technology, most of which was developed by SanDisk. That issue may have to be resolved in court, and the threat to anyone buying Toshiba's half should be enough to make a generous deal with WDC more than just a wish.

Art

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To: Unwelcomeguest who wrote (2592)10/5/2017 1:09:44 PM
From: SiliconAlley
   of 2787
 
Thanks for the laugh. I have never claimed to be 100% accurate, and those that have followed my advice have made huge gains.

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To: Art Bechhoefer who wrote (2593)10/5/2017 1:11:34 PM
From: SiliconAlley
   of 2787
 
Earnings will continue to rise because of faster than expected growth in demand,

And meaningless if you don't have the supply to meet the demand. All you need to do is go back to the SanDisk days and see what happened when they were supply constrained and couldn't meet demand. Rising earnings was not one of the things that happened.

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To: SiliconAlley who wrote (2591)10/5/2017 1:12:53 PM
From: bigchad
   of 2787
 
Are you serious? I asked you privately what I should do last night? Are you sure you have the right person? You are either confused or outright lying now, and have lost a considerable amount of respect not that you care anyway. And please don't give yourself too much credit assuming that everyone on this board makes money solely at your discretion.

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To: bigchad who wrote (2596)10/5/2017 1:14:08 PM
From: SiliconAlley
   of 2787
 
My apologies. I had you confused with another member with a similarly looking handle. My eyes are old.

But I do see that we exchanged private message in March.

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From: SiliconAlley10/5/2017 1:39:32 PM
   of 2787
 
Due to the holidays, not expecting major movement until next week. Traders are not in full force.

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From: SiliconAlley10/5/2017 1:50:13 PM
   of 2787
 
For those who may take solace in Bain's desire to work with Western Digital, please remember that Bain would not even have majority control of TMC. Without Toshiba, this will only be resolved in the courts and arbitration. The Bain announcement is essentially feel good PR prior to the Toshiba shareholder vote.

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From: SiliconAlley10/5/2017 2:24:26 PM
1 Recommendation   of 2787
 
For anyone that may have immediately reinvested their SanDisk cash in Western Digital, and sold at the market open today, your effective value realized out of each SanDisk share was just under $180.

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From: SiliconAlley10/5/2017 2:32:02 PM
   of 2787
 
Markets don't go straight up, and they don't go straight down. When markets reverse, based on deteriorating fundamentals, there are always opportunities to exit. This week has been one of lower highs and lower lows, and absent any substantial fundamental changes, the trend is now down. New reports are being digested, and next week will be natural sequelae of digestion.

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From: SiliconAlley10/5/2017 3:50:19 PM
   of 2787
 
Should be hearing from Goldman and Citi pretty soon, and don't expect it to be pretty.

Off topic, but anyone wanting my current favorite pick is welcome to private message me.

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