SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.
WDC 57.01-1.4%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Elroy who wrote (4630)3/31/2021 7:22:36 PM
From: Sam1 Recommendation

Recommended By
JCnieuwenj

  Read Replies (1) of 4716
 
That's what I think pretty much. They will need some more NAND heft to compete with the Koreans. And ti would lead to serious consolidation in NAND, mirroring DRAM. Maybe spin off the HD division, so it resembles Seagate, which apparently is doing pretty well judging from its stock price--I don't really follow them anymore.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext