SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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


Previous 10 Next 10 
From: Bruno Cipolla3/11/2021 1:36:23 PM
1 Recommendation   of 4716
 
Latest analyst opinions, from etrade, since january



Share RecommendKeepReplyMark as Last ReadRead Replies (2)


To: Bruno Cipolla who wrote (4622)3/11/2021 11:33:49 PM
From: Sam
   of 4716
 
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

Share RecommendKeepReplyMark as Last Read


From: Bargain Hunter3/16/2021 6:33:12 PM
1 Recommendation   of 4716
 
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

Share RecommendKeepReplyMark as Last Read


To: neolib who wrote (740)3/17/2021 11:51:22 PM
From: SiliconAlley
   of 4716
 
"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.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: SiliconAlley who wrote (4625)3/21/2021 11:14:23 PM
From: Unwelcomeguest
   of 4716
 
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

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Unwelcomeguest who wrote (4626)3/22/2021 12:01:49 AM
From: SiliconAlley
   of 4716
 
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.

Share RecommendKeepReplyMark as Last Read


To: Bruno Cipolla who wrote (4622)3/25/2021 6:41:58 AM
From: Bruno Cipolla
1 Recommendation   of 4716
 
latest


Share RecommendKeepReplyMark as Last Read


From: Sam3/31/2021 6:46:04 PM
1 Recommendation   of 4716
 
Micron, Western Digital each exploring possible deal for Japanese chip maker Kioxia - WSJ
REUTERS 6:41 PM ET 3/31/2021

Symbol Last Price Change
88.21 +1.67 (+1.9297%)
66.75 +1.29 (+1.9707%)
QUOTES AS OF 04:00:01 PM ET 03/31/2021


March 31 (Reuters) - Micron Technology Inc(MU) and Western Digital Corp(WDC) are individually exploring a potential deal for Kioxia Holdings Corp. that could value the Japanese semiconductor firm at around $30 billion, the Wall Street Journal reported on Wednesday, citing people familiar with the matter.

The companies did not immediately respond to Reuters requests for comment.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Sam who wrote (4629)3/31/2021 7:18:03 PM
From: Elroy
   of 4716
 
Interesting. WDC probably makes more sense. Or maybe MU and WDC merge, and also acquire Kioxia. That entity becomes the US memory tech company to compete w the Koreans.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)


To: Elroy who wrote (4630)3/31/2021 7:22:36 PM
From: Sam
1 Recommendation   of 4716
 
That's what I think pretty much. They will need some more NAND heft to compete with the Koreans. And ti would lead to serious consolidation in NAND, mirroring DRAM. Maybe spin off the HD division, so it resembles Seagate, which apparently is doing pretty well judging from its stock price--I don't really follow them anymore.

Share RecommendKeepReplyMark as Last ReadRead Replies (1)
Previous 10 Next 10