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To: bigchad who wrote (2590)10/5/2017 1:02:50 PM
From: SiliconAlley
   of 3409
 
$500 was not wishful thinking. It was a reasonable long term target based on continuity of the business. Things have changed. You have a huge unrealized gain in place, based on listening to my calls, and appear to be upset that I now say the landscape is changed. Be happy for the gains, and not upset that I have changed direction.

Should things change, I will be back in. But I know better than to risk substantial gains on what is at this moment a roll of the dice. Yes, of course Bain wants to work with Western Digital, but it is not in Western Digital's interest to do so. Ignore my advice if you wish, but know that I have provided it.

You asked me privately last night what you should do, and I suggested you sell. I am truly sorry that you are not happy with my advice.

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To: SiliconAlley who wrote (2587)10/5/2017 1:05:24 PM
From: Unwelcomeguest
1 Recommendation   of 3409
 
Golden Oldies...

Silicon Alley

97 tomorrow.


Message 31239391


August 27th, 2017


UWG

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To: bigchad who wrote (2590)10/5/2017 1:09:13 PM
From: Art Bechhoefer
   of 3409
 
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 3409
 
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 3409
 
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 3409
 
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 3409
 
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 3409
 
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 3409
 
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 3409
 
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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