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WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
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2150 55 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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2150Great job, but a different time and different gift.SiliconAlley-last Thursday
2149$45.59 ;-P UWGUnwelcomeguest-last Thursday
2148Raise your hand if you bought the gift under 80.SiliconAlley-last Thursday
2147Hedge fund buys up tech stocks including Micron, Western Digital Aug. 15, 2017 Sam-last Tuesday
2146RSI(14) and Stochastic oscillators are triggering buying signal. [graphic]hollyhunter-last Tuesday
2145A report from the Flash Memory Summit, from EET's Rick Merritt. NAND Clash Sam-last Tuesday
2144Micron, Everspin: Memory Taking Prominence from Processors, Says Stifel By TiernSam1last Monday
2143This is more confirmation that everyone except Toshiba views the JV agreements aUnwelcomeguest-last Monday
2142Toshiba Chip Sale Talks Are Said to Stall On Payment Timing Sam-last Monday
2141Storage evolution, must read Horsemen of the disk-drive apocalypse will ride upBruno Cipolla1last Sunday
2140Just kiss and make up already! Toshiba CEO strikes conciliatory note with chip Sam1August 12
2139Flash Forecast: Shortage Persists Into Mid-2018, Retail Pricing Steady Sam1August 12
2138Here is another article that says WDC will win the fight with Toshiba and the cuUnwelcomeguest-August 11
2137Hadn't thought about that and it's a valid point. It would also explainUnwelcomeguest-August 11
2136When WD bought Sandisk it paid 15.4B$ The sale included everything, that is: - Bruno Cipolla2August 11
2135Western v. Toshiba: No Delisting For Now; Sale “Timeline Is Difficult” TosSam-August 10
2134The weirdness continues. Round and round and round we go, When we stop, nobody Sam-August 10
2133Received in my eTrade account this morning. Looks like Toshiba just barely got Unwelcomeguest-August 10
2132Flash memory summit 2017: Western Digital 96-Layer 3D NAND Recognized as ‘Best oBruno Cipolla-August 10
2131Great, welcome. Is there a reason we need to know this? UWGUnwelcomeguest-August 9
2130Following this thread.sdqwe-August 9
2129Article published on Seeking Alpha this morning about WDC/Toshiba spat. Author Unwelcomeguest2August 9
2128Bloomberg, 6502:JP, Friday August 4th versus Thursday August 3rd.SiliconAlley-August 7
2127Where did you see the friday's 20% decline?? Might be it was the previous frBruno Cipolla-August 7
2126If you are suggesting that today's flat action is somehow the fault of WDC, SiliconAlley-August 7
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