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


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From: SiliconAlley4/29/2021 4:10:20 PM
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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 (4653)4/29/2021 5:20:46 PM
From: SiliconAlley
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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 (4655)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
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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 (4657)5/18/2021 9:18:04 AM
From: Elroy
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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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To: Elroy who wrote (4658)5/18/2021 9:37:32 AM
From: Sam
   of 4701
 
Yes, an editor probably screwed up. Mellor knows that Samsung is the industry leader, someone put that parenthetical comment in the wrong place.

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From: BeenRetired5/24/2021 9:54:34 AM
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Oh boy,...WDC better than YMTC...



Semiconductor (semiconductordigest.com)

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From: Sam5/24/2021 11:24:58 PM
   of 4701
 
The ‘stars and moon are aligning’ for one of the market’s most volatile stocks, chart analyst says
PUBLISHED MON, MAY 24 20219:04 AM EDT
Lizzy Gurdus

One of the market’s most volatile stocks could be in a prime position for investors.

So says Craig Johnson, senior technical research analyst at Piper Sandler, who has had his eye on computer hardware maker Western Digital since it reported earnings in April.

After the strong first-quarter report, “it seems like stars and moon are aligning here … with both the fundamentals and the technicals on Western Digital,” Johnson said Friday on CNBC’s “Trading Nation.”

Despite the stock being prone to unusual swings, Wall Street’s consensus estimates of its gains increased by about 25% following the results.

On the stock’s chart, “you’ve made this clear double bottom, and a close above $76 would start another leg higher,” Johnson said.

Western Digital ended trading down nearly 1% at $72.34 on Friday

continues with more text and charts at cnbc.com

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