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WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
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3777 64 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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3777I don’t think the agreement necessarily gives Seagate, et al chips at a discountUnwelcomeguest-5 hours ago
3776I don't know, UWG, this deal is really complicated. Here is an excerpt from Sam-6 hours ago
3775Lots of obvious statements in the article, so I am suspicious if he really is asUnwelcomeguest-6 hours ago
3774I just read this article in Forbes: Toshiba Memory Unit Sales Passes RegulatorySam-7 hours ago
3773 <i>If AMAT is lowering revenue guidance and saying NAND spending especialElroy-last Friday
3772 I agree. Sorry to see you being schooled and nitpicked. ARSalanrs-last Friday
3771If AMAT is lowering revenue guidance and saying NAND spending especially is goinSiliconAlley-last Friday
3770If AMAT is lowering revenue guidance and saying NAND spending especially is goinbigchad-last Friday
3769China approves sale of Toshiba's chip unit to group led by Bain Capital Sam3last Thursday
3768I listened to it tonight and I think Milligan did a good job of blowing up the UUnwelcomeguest-last Wednesday
3767looks like a lot of other people listened to that JPM presentation from yesterdaSiliconAlley-last Wednesday
3766From my etrade: This is an article on Intel, but gives further evidence of memorstorage_savant1last Wednesday
3765looks like a lot of other people listened to that JPM presentation from yesterdabigchad-last Wednesday
3764One of the analysts quoted in one of my earlier posts (Daryanani) is out with a Unwelcomeguest-last Wednesday
3763 Latest five. [graphic]Bruno Cipolla2last Wednesday
3762Oh and by the way if the buyback goes well that would add about 60 cents in earnSiliconAlley-last Tuesday
3761If you haven't yet I suggest you all spend 40 minutes and listen to the presbigchad-last Tuesday
3760I don't attack people I would suggest you reread your sentence. Please refSiliconAlley-last Tuesday
3759And I apologize if my remark was interpreted as a personal attack. I don't Unwelcomeguest-last Tuesday
3758My apologies for the error. My news provider truncated the release, and did notSiliconAlley-last Tuesday
3757Looks like the market agrees with the 'earlier poster' since it was downUnwelcomeguest-last Tuesday
3756"In case no one noticed, the company just took on an additional $2.455B in Unwelcomeguest2last Tuesday
3755If you have anything of substance to post about WDC, please do. Your musings apSiliconAlley-last Tuesday
3754is he still using that line? lolbigchad-last Tuesday
3753I think it hilarious that an earlier poster suggested that the proceeds of the nSiliconAlley-last Tuesday
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