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WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
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2783 60 1 WDC
Emcee:  Sam Type:  Moderated
Western Digital has been building their flash capacity for several years now. They have just capped it by buying Sandisk, one of the leading vendors of NAND and NAND based products. WDC's product line now includes hard disk drives (HDDs), solid-state drives (SSDs), direct attached storage solutions, personal cloud network attached storage solutions, and public and private cloud data center storage solutions. This forum will talk about everything related to WDC's many product lines, as well as things that might cannibalize those businesses (e.g., NVM, Xpoint, ReRAM and other futuristic inventions). Which includes a lot of topics.

Let the talk flow freely, as long as it is at least roughly on topic. No ad hominem silliness. And no politics whatsoever--keep that stuff outta here.


Here is WDC's Investors Relations presentation page for future reference:
investor.wdc.com
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2783Looks like the market gave Western Digital it's two cents worth.SiliconAlley-8 minutes ago
2782Show us the numbers. Art, this again demonstrates the fallacy in your analysis,SiliconAlley-3 hours ago
2781". . . the endangerment of long term supply as the most fundamental shift iArt Bechhoefer-3 hours ago
2780The fundamentals which you purportedly cite are really no more than interpretatiSiliconAlley-5 hours ago
2779When enough large scale/institutional investors and portfolio managers use similArt Bechhoefer-5 hours ago
2778Interesting open, following through on yesterday's closing weakness. This mSiliconAlley-6 hours ago
2777Art, again your academic background is hurting you. Who cares if other stocks aSiliconAlley-6 hours ago
2776Accelerated selling hit many other stocks just prior to yesterday's close. Art Bechhoefer-6 hours ago
2775For those that may not have been watching, 1/3rd of today's volume took placSiliconAlley-yesterday
2774OT -- this is about the conglomerate Samsung rather than specifically the chip dSam-yesterday
2773Art, Sure, they could build a fab. But not only would it cost a lot of money, itSam-yesterday
2772So I take it that WDC can ONLY ensure long term supply by continuing its joint vSiliconAlley1yesterday
2771"The fundamental change is that WDC is no longer assured of long term supplArt Bechhoefer-yesterday
2770I know what you guys are all thinking...hit the bottom this morning, and recoverSiliconAlley-yesterday
2769I look for WDC to trade in the $85 to $90 range, at a minimum, until the ongoingSiliconAlley-yesterday
2768The upcoming conference call is going to be the most difficult for management siSiliconAlley-yesterday
2767(1) you have shown time after time that you are not a long term investor; (2) yoSiliconAlley-Tuesday
2766An article in this boards scrolling news is highlighting WDC (as well as severalSiliconAlley-Tuesday
2765History of SanDisk technology is meaningless to any current yield problems, as iSiliconAlley-Tuesday
2764How much is the 100K wafers "scrapped" by Toshiba? (see previous post)Bruno Cipolla-Tuesday
2763About the toshiba 100k wafers, today from dramexchange TrendForce Maintains 4QBruno Cipolla-Tuesday
2762The SanDisk technology has regularly demonstrated better yields than the competiArt Bechhoefer-Tuesday
2761Where do you read intentional, other than they were unusable and could not be soSiliconAlley-Tuesday
2760Did Toshiba intentionally scrap about 100K wafers? Did that include a portion oArt Bechhoefer-Tuesday
2759Interesting "twist"... from seeking Alpha.. Micron defended at J.P. franklin1-Tuesday
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