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


To: Unwelcomeguest who wrote (4641)4/10/2021 10:52:47 PM
From: Elroy  Read Replies (1) | Respond to of 4720
 
MU wouldn’t have to spin off the WDC disk drive business, they could keep it and just manage it like what it is, a declining revenue cash cow.

If MU bought WDC all they would need to jump to the top of the industry is world class flash controller technology, ie.....SIMO! Stop selling controllers to SK and internalize SIMO and kapow! How’s SK going to move up the food chain when they can barely make a controller?

If MU can get their hands on WDC/kioxia/SIMO they’d be fierc3 competition for Samsung, and SK would be the third tier laggard left behind.

Yup!



To: Unwelcomeguest who wrote (4641)4/10/2021 11:13:42 PM
From: Sam  Respond to of 4720
 
I am sure that everything is under consideration at this point. Geez, Toshhiba sure screwed the pooch when they bought that nuclear power division from Westinghouse. They were fleeced and have paid a steep price for not doing enough due diligence.