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


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From: BeenRetired4/16/2021 8:47:49 AM
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Where's the SanDisk (oops, WDC) Gelsinger. Sanjay? anyone?...anyone?...

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From: storage_savant4/19/2021 5:42:07 PM
3 Recommendations   of 4740
 
Chia Cryptocurrency Expected to Cause Hard Drive and SSD Shortages

pcmag.com

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To: storage_savant who wrote (4642)4/27/2021 12:01:23 PM
From: Sam
   of 4740
 
More on that from Tom's Hardware.

Hard Drive Prices Skyrocket In Asia Due to New Chia Cryptocoin, Scalpers Capitalize

By Zhiye Liu 3 days ago
Forget GPUs, hard drives are the new gold

tomshardware.com


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From: SiliconAlley4/29/2021 4:10:20 PM
   of 4740
 
Be you tee full.

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From: Elroy4/29/2021 4:53:10 PM
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In addition, many cloud customers also utilize NAND flash for their consumer product lines,

Hmmmm, can anyone explain what that means? What’s a cloud customer’s consumer product line?

——

Sales down 1% year on year. Free cash flow negative $11 million. WDC share price climbing higher.

Some day it will grow and produce free cash, maybe. Hopefully soon MU and WDC and Kioxia can all merge and get this dance over with.

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To: Elroy who wrote (4645)4/29/2021 5:20:46 PM
From: SiliconAlley
   of 4740
 
What’s a cloud customer’s consumer product line?

Mr. Google can easily answer your question.

Some day it will grow and produce free cash, maybe


Of course you ignore the fact that they generated 116 million cash from operations. This is how they invest for growth, as well as pay down debt. Free cash flow is not a meaningful metric for a growth company.

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From: Elroy4/29/2021 8:49:02 PM
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Last year in Q1 WDC and many other stocks took a hit to sales due to the new “pandemic” global dilemma.

This year in Q1 most companies are blowing out sales to the upside as the US exits the pandemic, and can barely keep up with demand.

Last year = weak, this year = strong.

In that environment WDC posts a year on year revenue decline of 1%.

Why is this positive news? Because they cut operating expenses? Yes, that’s good, but tech stocks like revenue growth. Is WDC ever going to grow?

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To: Elroy who wrote (4647)4/30/2021 2:30:16 PM
From: SiliconAlley
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In that environment WDC posts a year on year revenue decline of 1%. Why is this positive news?

Knowledgeable investors look to the fundamentals and future, and not to a blip of the past. While you focus on numbers, and manipulate them to fit a preconceived notion, we focus on what those numbers mean.

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From: Sam5/18/2021 8:44:35 AM
1 Recommendation   of 4740
 
Kioxia revenues rising, demand wind stronger: No news yet on IPO or acquisition
By Chris Mellor - May 17, 2021

blocksandfiles.com

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To: Sam who wrote (4649)5/18/2021 9:18:04 AM
From: Elroy
   of 4740
 
With comments like this one has to wonder about the accuracy of the rest of the linked article…..

“ There are are six major NAND producers: Intel, Kioxia, Micron (the industry leader), Samsung, SK Hynix, and Western Digital.”

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