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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.
WDC 57.05+0.4%Oct 22 4:00 PM EDT

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To: Unwelcomeguest who wrote (4641)4/10/2021 10:52:47 PM
From: Elroy  Read Replies (1) of 4701
 
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.

Yup!
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