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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.
WDC 55.41-2.0%Oct 15 4:00 PM EDT

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To: SiliconAlley who wrote (4644)4/12/2021 12:22:29 PM
From: Elroy  Read Replies (1) of 4701
Disk drive revenue is increasing, not decreasing.

Sounds hard to believe. What is the last year where WDC had year on year growth in disk drive revenues?

HDD growth remains healthy in the enterprise.

Really? What’s the revenue growth rate of enterprise disk drive revenues at WDC?

My impression is that disk is a low cost, zero to negative growth cash cow, slowly being replaced by higher and higher capacity NAND flash storage. But NAND technological advancement has massive capital cost requirements, so this transition is slooooooooooooooooow.

Slow, but ongoing.
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