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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc.
WDC 44.57+0.7%3:59 PM EDT

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To: Sam who wrote (4679)8/4/2021 8:41:08 PM
From: Elroy  Read Replies (2) of 4765
I'm just curious why WDC's results are "good".

1% annual sales growth seem (to me) bad. In fact, it stinks.

If you think WDC's recent results are good, SIMO's recent results are Godlike. And SIMO is cheaper on valuation than WDC.

WDC is not the leader in a highly competitive industry.
SIMO is the leader in a segment without much competition left.

WDC has massive Cap Ex needs every year.

SIMO has almost zero Cap Ex needs every year.

Yeah, I don't have to compare WDC to SIMO. But in comparing financial numbers, one crushes the other, so I'm curious why many here like the one with the much worse numbers, that's all.
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