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To: Unwelcomeguest who wrote (2592)10/5/2017 1:09:44 PM
From: SiliconAlley
   of 3351
 
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 3351
 
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 3351
 
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 3351
 
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 3351
 
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 3351
 
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 3351
 
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 3351
 
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 3351
 
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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From: SiliconAlley10/5/2017 5:50:38 PM
2 Recommendations   of 3351
 
Very good summary of the issues Deutsche Bank has cited in their most recent report:

benzinga.com

What most people don't realize right now is that this is no longer an issue about consent rights - Western Digital has them, and they will be upheld by the arbitrators. It is now an issue about future supply. While Western Digital argues they are entitled to participate in future expansion, those rights are far from clear when it comes to expansion outside of the current fabs.

Holding the stock right now is a bet that supply concerns will be resolved. With Toshiba's deep seated hatred toward Western Digital, it is anyone's guess how this issue will play out.

Upholding consent rights may be nothing more than winning the battle, losing the war. While another poster has indicated that this will have no effect on earnings in the next two quarters, ignoring a potential interruption to supply is just plain silly. Traders are not going sit around waiting to see what happens, and sell the stock when supply issues rear their ugly head. They will derisk the stock now, and buy if and when a continued supply is ensured.

Yes, things can change tomorrow, but this is nothing more than a roll of the dice. If you are investing, and not gambling, this is the time to exit. You can always get back in when the odds are better stacked in your favor.

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