|This Board: Looking Back before Moving Forward ... |
A few months back I poked my head in here to reacquaint myself with the almost 60 year old Storage Technology Device Industry and catch up with what has transpired in recent yeas as the industry increasingly transitions from Hard Disk Drives (HDDs) to Solid State Drives (SSDs). What I found was that while this board was quite active in the late nineties, only 6 posts had been made here in the last 5 years.
The popular SI Sandisk board now hosted by clean86 became the 'WDC/Sandisk Corporation' board in October 2015 after WD's Irvine, CA based wholly-owned subsidiary Western Digital Technologies completed the acquisition of SanDisk Corporation and began the integration process. In May of this year Sam created the 'WDC, NAND, NVM, enterprise storage systems, etc.' board where discussion has focused on WDC as an investment and/or trading opportunity.
This board is intended to complement the other 2 currently active Western Digital boards not compete with them and my own personal initial focus will be on:
• Historical: The HDD Industry History
• M&A: The Mergers and Acquisitions that have reduced the major HDD industry players to 3
• WD History: Including Intel/Hitachi background, Hitachi GST, HWD GST, And WD/Sandisk
• Integration: Completing the integration of HGST, Sandisk, and other acquired entities
• WD Products
WD concluded it's 2016 fiscal year yesterday and I'm looking forward to The FY Earnings Report, the CC and subsequent publication of the 10K and Annual Report. Beyond that I'll post occasionally and others are invited to do the same. Perhaps someone else will poke their head in and contribute. It's premature to turn out the lights here. The original board header was created in 1996 and I've updated it. I've also made 4 posts prior to this related to the Sandisk acquisition.
- Eric L. -