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WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
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1645 47 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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1645You're a broken record, Elroy. This has been your story for the last 50 poiSiliconAlley-1 PM
1644Isn't WDC's results good because the NAND price is rising due to short sElroy-1 PM
1643Cheap NAND is good for SIMO, bad for WDC. Keep dreaming. The direction of the SiliconAlley-12 PM
1642SIMO has three NAND makers as customers for their controllers (including WDC), sElroy-12 PM
1641Article about WDC. Last line is what it's all about. Link: benzinga.comUnwelcomeguest-12 PM
1640I maintain my 5 year target of $500.SiliconAlley-12 PM
1639 Some WDC Price Target updates: BofA Merrill Lynch upgraded shares to Buy and breddy_s-12 PM
1638Selling their interest in the JV would be a GIANT step backward for WDC. UWGUnwelcomeguest-9 AM
1637"The worst case is someone else buys it (Broadcom (AVGO) has been rumored tCharlie Smith-9 AM
1636Here are some details on Wells' bear call: Western: Wells Cuts to Hold; EvSam-9 AM
1635No one cares about your crappy SIMO.SiliconAlley-9 AM
1634Article about the prospects of Apple buying the Toshiba half of the fabs. WUnwelcomeguest-9 AM
1633I guess you just can't make some people happy... DJ Western Digital Cut to Unwelcomeguest-8 AM
1632upgrades coming: Western Digital Corp. (WDC) PT Raised to $105 from 92$ at MizuhBruno Cipolla-7 AM
1631Interesting. Maybe Intel would buy the combined WDC-Toshiba NAND joint venture Elroy-7 AM
1630WDC should flip the whole proposition and SELL their share of the JV right now tCharlie Smith-6 AM
1629WDC gave incredibly strong guidance, driven by phenomenal NAND performance. Fdan.rosengold21 AM
1628How ironic that Sanjay stepped out just as the industry hit its hottest period iCharlie Smith-yesterday
1627Who doesn't like $91? Raise your hands.SiliconAlley-yesterday
1626 [graphic] Third Quarter Fiscal 2017 Quarterly Fact Sheet - Updated 4/27/2017 30Sam1yesterday
1625MSFT still down slightly, INTC is still down under 36, but 12 dollar WDC has cliSam-yesterday
1624Oh yeah that's without Toshiba other half. I know I said I'd stop I guebigchad-yesterday
1623Sorry, couldn't help myself....I'll stop now;)bigchad-yesterday
162212 Mother Effin Dollars, WOW!!bigchad-yesterday
1621AGAIN, $12!!!!!!!!!!!!!!!!!!!!! How you like that guidance?? bigchad-yesterday
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