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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.
WDC 47.50+1.3%12:51 PM EST

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To: Sam who wrote (4676)8/4/2021 8:16:30 PM
From: Elroy  Read Replies (1) of 4773
It looks like a great report at first glance!


Annual sales were up 1%.

In the current goldilocks environment, how is this a great report?

I compare to SIMO's Q2, which was up ~65% over last year, and up 20% sequentially, and SIMO's 2021 sales will be up more than 70% over last year.....why are the WDC numbers anything even interesting?

Gross margins are 33% non-Gaap. Is that great?

Operating cash flow was $1.9 billion for the fiscal year. What was Cap Ex?

Sales are forecast to go up about 4% next quarter. Next quarter is the big daddy Q3. Is that up 4% great?

Is WDC gaining share on competition, or what's the great story?
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