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WDC, NAND, NVM, enterprise storage systems, etc.
An SI Board Since May 2016
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3569 62 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:
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3569From IBD yesterday... Link: western-digital-micron-stocks-jump-as-memory-chip-Unwelcomeguest1last Saturday
3568Baird Upgrades Western Digital to Outperform; Raises PT to $135 from $93 -Reuterbigchad2last Friday
3567freakin BEAST!!!!bigchad-last Wednesday
3566 Estimates rise for Western Dig Speaking of chips, Micron Technology ( MU) is sreddy_s-last Tuesday
3565 Estimates rise for Western DigSpeaking of chips, Micron Technology ( MU) is streddy_s-last Tuesday
3564Seeking Alpha article out this morning. Says WDC is undervalued. No kidding. Unwelcomeguest-last Tuesday
3563The ABC story isn't dated, but the TrendForce headline is dated 3-9-18.Sam-March 12
3562Are we sure that is a recent story? Google news feed Last year allFUBHO-March 12
3561Why doesn't ABC put a date on that article?! Not that I'm asking you. JSam-March 12 did anybody see this?sndk10003March 12
3559This is the best I can do--a comment from S.A., replying to the original commentSam-March 12
3558Do you have a link to the Samsung power failure news?Charlie Smith-March 12
3557A quick Google search didn't turn up any reports. So, maybe it's not weUnwelcomeguest-March 12
3556That would go a long way in explaining the strong action in WDC the past few daybigchad-March 12
3555Really hate that for them.... ;-P UWGUnwelcomeguest-March 12
3554And then there's this: Breaking news : Samsung Pyeongtaek fab have power faSam2March 12
3553This is a blurb about MU, but there are a couple of comments pertinent to WDC. Unwelcomeguest-March 12
3552I tend to believe the market in cases like this. That article and the one belowUnwelcomeguest-March 10
3551The source for those numbers is in the slides. IDC, TrendFocus, Wells Fargo idFUBHO-March 10
3550How did this happen? Before we spend a lot of time on how it happened, it mightBargain Hunter-March 10
3549How did this happen? --------------------------------- Two years and $19bn latFUBHO-March 10
3548WDC SSS: "Market position evaporating in front of our eyes"...........BeenRetired-March 10
3547[graphic]sndk1000-March 9
3546ETA: $100 per share gets us up to a forward P/E of about 7 1/2 times earnings. bigchad2March 9
3545Well done, Bruno. Nice graphic. Your 'excitement' is infectious. UWG Unwelcomeguest-March 9
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