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

To: SiliconAlley who wrote (2612)10/6/2017 9:44:53 AM
From: Sam1 Recommendation

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I said it wasn't definitive but it is "strongly suggestive". Both you and I believed at the start of this thing that the KKR-WDC partnership would be successful in these negotiations. We believed that they had the inside track and said so numerous times until the last few months. Someone screwed up. The most obvious candidate for that "someone" is Milligan or whoever decided on WDC's strategy for dealing with Toshiba. Ultimately, though, whoever conjured up the strategy, Milligan had to approve it and he has to bear responsibility for it. This isn't just any "result", it could end up being a company defining result if he can't make things right with Toshiba and continue to source NAND from the partnership.

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