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Technology Stocks : WDC, NAND, NVM, enterprise storage systems, etc. -- Ignore unavailable to you. Want to Upgrade?


To: Sam who wrote (4631)3/31/2021 7:49:52 PM
From: Elroy  Read Replies (1) | Respond to of 4734
 
Yeah, or just sell the disk business to Seagate, and merge the NAND groups of WDC and Toshiba (easy cuz it’s a JV) into MU.
Then the CapEx consolidation can occur in NAND like it has occurred in DRAM.

Not sure how SIMO fits in there, but.....they all still need controllers!