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 32.18-2.9%Sep 30 4:00 PM EDT

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Unwelcomeguest who wrote (4641)4/10/2021 10:52:47 PM
From: Elroy  Read Replies (1) of 4741
MU wouldn’t have to spin off the WDC disk drive business, they could keep it and just manage it like what it is, a declining revenue cash cow.

If MU bought WDC all they would need to jump to the top of the industry is world class flash controller technology, ie.....SIMO! Stop selling controllers to SK and internalize SIMO and kapow! How’s SK going to move up the food chain when they can barely make a controller?

If MU can get their hands on WDC/kioxia/SIMO they’d be fierc3 competition for Samsung, and SK would be the third tier laggard left behind.

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext