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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.
WDC 46.79-1.4%3:59 PM EST

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To: Elroy who wrote (4622)3/31/2021 7:22:36 PM
From: Sam1 Recommendation

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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.
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