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   Technology StocksWDC, NAND, NVM, enterprise storage systems, etc.


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To: Elroy who wrote (4617)3/6/2021 12:10:00 AM
From: SiliconAlley
1 Recommendation   of 4734
 
I think forecasting a nand price increase to occur six months from now takes more magical futures knowledge than any of us possess.

This is a very different situation than consumers randomly walking into the supermarket to buy a Snicker's bar. Supply and demand 6 months out, of a product like NAND, is pretty much a no brainer for those with access to the order books. There are no secrets (or magic) here - some have better access to information than others.

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From: Sam3/8/2021 10:43:26 PM
   of 4734
 
Western Digital Unveils SanDisk Extreme Portable SSDs
The company claims that the new drives offer nearly 2x the speed over previous generations.

08 March, 2021
by BW Online Bureau
Print this articleFont size -16 +

Western Digital has announced the launch of two new SanDisk portable SSDs that offer nearly 2x the speed over previous generations. The SanDisk Extreme and SanDisk Extreme PRO portable SSDs are purpose-built to keep up with today's high-quality content demands. Professional photographers, videographers and enthusiasts capture and keep life's best moments every day and they need reliable solutions that perform on the move at astonishing speeds.

According to the company, the new SanDisk portable SSDs were built to reliably handle the most challenging assignments – whether at home, in the office or out on location. The SanDisk Extreme Portable SSD is a great go-to drive for those who need more memory and a durable and fast drive, while the SanDisk Extreme PRO was built for an avid pro who needs even, sustained performance and a drive that can go anywhere.

"The new SanDisk Extreme portable SSDs deliver the performance, reliability, speed and functionality that consumers and professionals have come to expect from us. With the new range of SSDs in the segment, we have bumped up the speeds with the latest NVMe technology and used robust materials in our designs to make the devices look trendy while being rugged enough to help back up heavy files safely,” said Khalid Wani, Director – Sales, India, Western Digital

“Today’s consumers, with powerful smartphones and laptops, are constantly creating content on the go. When every second counts, they need a high-performance storage solution to help secure and manage the content with ease. With 256-bit AES hardware encryption, up to 2 metre drop protection and IP55 rating for dust and water resistance, the new SanDisk Extreme PRO and SanDisk Extreme portable SSDs offer best of performance and durability in any environment,” said Jaganathan Chelliah, Director - Marketing, India, Western Digital.

With capacities up to 4TB, the new NVMe drives are perfect for creating amazing content or capturing and moving incredible 4K and 8K footage with ease, which will be available in India from April 2021. The flagship SanDisk Extreme PRO portable SSD features a forged aluminum chassis made to stay cool under the pressure of a heavy workload and a durable silicone design to withstand the rigors of production. The drives also help keep content safe with password protection and an upgrade to 256-bit AES hardware encryption1.

Pricing and Availability

The SanDisk Extreme Portable SSD is available now in 500GB* (Rs 7999 MSRP), 1TB* (Rs 12999 MSRP), and 2TB* (Rs 27499 MSRP), with the 4TB* model shipping later in April 2021. The SanDisk Extreme PRO Portable SSD is available now in 1TB* (Rs 19999 MSRP) and 2TB* (Rs 34999 MSRP) with 4TB* model shipping in April 2021.

businessworld.in

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From: Sam3/11/2021 11:01:17 AM
1 Recommendation   of 4734
 
Western Digital price target boosted at Stifel after business split improved valuation
Mar. 11, 2021 8:42 AM ET Western Digital Corporation (WDC) By: Brandy Betz, SA News Editor
  • After a sum-of-parts analysis, Stifel maintains a Buy rating on Western Digital (NASDAQ: WDC) and raises the price target from $64 to $88.
  • Analyst Patrick Ho sees "more upside for the stock on a going forward basis" after the restructuring of the business under the HDD and Flash Memory umbrellas.
  • Ho sees both businesses "poised for positive turns in 2021."
  • WDC shares are up 2% pre-market to $68.
  • Last week, Goldman Sachs upgraded Western Digital, expecting NAND pricing to increase sequentially in Q3 and Q4.

seekingalpha.com

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From: Bruno Cipolla3/11/2021 1:36:23 PM
1 Recommendation   of 4734
 
Latest analyst opinions, from etrade, since january



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To: Bruno Cipolla who wrote (4622)3/11/2021 11:33:49 PM
From: Sam
   of 4734
 
Western Digital Announces Virtual Investor Event to Showcase Flash Technology Overview on March 18, 2021
March 11, 2021 06:30 PM Eastern Standard Time


SAN JOSE, Calif.--( BUSINESS WIRE)--Western Digital Corp. (NASDAQ: WDC) will host a virtual investor event on Thursday, March 18 beginning at 1:00 p.m. PT / 4:00 p.m. ET.

The presentation, hosted by Dr. Siva Sivaram, President of Technology and Strategy, will focus on flash technology, detailing the structural and strategic underpinnings that allow Western Digital to deliver new technologies and industry transforming products. Dr. Sivaram will also discuss the company’s flash joint venture, strategy, technology development, and product innovation.

Registration for the live webcast will be accessible through Western Digital’s Investor Relations website at investor.wdc.com. An archived replay will be accessible through the website shortly after the conclusion of the presentation.

businesswire.com

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From: Bargain Hunter3/16/2021 6:33:12 PM
1 Recommendation   of 4734
 
Micron Technology Inc on Tuesday said it will put a chip factory in Lehi, Utah up for sale as it quits making a type of memory chip it jointly developed with Intel Corp nearly a decade ago.

Lehi is Idaho-based Micron's only factory making what it calls 3D Xpoint memory, a form of memory chip that aimed to find a price-to-performance sweet spot between the two dominant forms of memory chip: DRAM, which is fast but pricey, and NAND, which is slower but cheaper. The factory will be sold in a transaction expected to close by the end of this year, company officials told Reuters.

finance.yahoo.com

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To: neolib who wrote (740)3/17/2021 11:51:22 PM
From: SiliconAlley
   of 4734
 
"Bottom line here: Intel has to win, somehow, with its huge investment in 3D XPoint, if not in SSDs then as a DRAM-replacement. "


Another prediction bites the dust.

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To: SiliconAlley who wrote (4625)3/21/2021 11:14:23 PM
From: Unwelcomeguest
   of 4734
 
Lots of predictions have bitten the dust. One poster proclaimed ‘the bottom was clearly in’ on 8/17/2018 when it closed at $63.64. The stock plummeted to the $30’s from there and only momentarily achieved $63 for one day before plummeting back down to the $40’s. The bottom was clearly NOT in and the stock has only recently gotten back above the so-called $63 bottom in the past month. Another prediction that bit the dust was this poster’s target price contained in the last sentence.

I await the lecture on the wisdom of long term investing...

Message 31749143

UWG

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To: Unwelcomeguest who wrote (4626)3/22/2021 12:01:49 AM
From: SiliconAlley
   of 4734
 
Lots of predictions have bitten the dust. One poster proclaimed ‘the bottom was clearly in’ on 8/17/2018 when it closed at $63.64.

I haven't bothered reading your link, but wouldn't put any credence in price predictions, which are pretty much meaningless.

The prediction I referenced was one about the fundamentals of the market, which is a basis of learned investment selection. NAND rules, and will for a LONG, LONG time to come. Disk drives also have huge growth ahead, while most consider it dead.

That being said, anyone who bought on 8/17/18 is ahead of the game, and well positioned for the hypergrowth ahead.

As always, do your homework, be nice, and always use protection.

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To: Bruno Cipolla who wrote (4622)3/25/2021 6:41:58 AM
From: Bruno Cipolla
1 Recommendation   of 4734
 
latest


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