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WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
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1294 46 0 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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1294For any that may be interested in the current value of a SanDisk share, had all SiliconAlley-an hour ago
1293I think all manufacturers are producing 3D TLC. That's what google shows.FUBHO-6 hours ago
1292Besides WDC, is anyone else manufacturing 3D TLC NAND?reddy_s-6 hours ago
1291 IBM "A9000R using 3D flash can be sold for the same cost as disk." WBeenRetired17 hours ago
1290While I can appreciate your desire to keep politics out, and will do so, I'dSiliconAlley-yesterday
1289No politics on this thread. As in NONE. Take it to a political thread. Not hereSam2yesterday
1288Rumor has it that our new President will be signing an executive order to investSiliconAlley-yesterday
1287Up $1.50 to the 73's. A great day for this stock and for this country. Long SiliconAlley-yesterday
1286"Thank goodness we former SNDK shareholders got paid mostly in cash, which SiliconAlley-Thursday
1285"I have little doubt that WDC will appreciate gradually, but not sensationaSiliconAlley-Thursday
1284"What I said, clearly to virtually all readers on this thread, had NOTHING SiliconAlley-Thursday
1283<<Companies do not sell major profitable operations due to paper losses.&gArt Bechhoefer-Thursday
1282The crown jewel of WDC is going to be that NAND side of things, right? Please aSiliconAlley-Thursday
1281The crown jewel of WDC is going to be that NAND side of things, right? The crowSiliconAlley-Thursday
1280<i>I am long believing that the overall future --the path they are taking Elroy-Thursday
1279This week you are seeing Sandisk's motivation to sell. They knew this day wSiliconAlley-Wednesday
1278The loss that Toshiba now believes it must take is a paper loss Your commentarySiliconAlley-Wednesday
1277For those who may be interested, in the past 20 years the price of NAND has declSiliconAlley-Wednesday
1276Hi Elroy, I agree with your concerns, but am long believing that the overall fufranklin1-Wednesday
1275Your history here demonstrates you lack a legitimate interest in discussing the SiliconAlley-Wednesday
1274It's a discussion board Mr. Oddball, a place where people with various viewsElroy-Wednesday
1273 I don't know the answer, but that would be my concern if I were long WDC. SiliconAlley-Wednesday
1272<i>The stars do seem to be getting into alignment.</i> Not sure whElroy-Tuesday
1271$556. The target is $556. I wish this 'opportunity' had come up aboutUnwelcomeguest-Tuesday
1270My target has not changed. WDC does have the wherewithal to pull this off, but SiliconAlley-Tuesday
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