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


To: Elroy who wrote (4688)8/4/2021 9:04:26 PM
From: Sam1 Recommendation

Recommended By
Unwelcomeguest

  Read Replies (1) | Respond to of 4710
 
I think that the fact that there has been little discussion on the board implies that most of us are not all that enamored of WDC.

Nonetheless, the comparison of SIMO to them is a little nuts. They are completely different companies. Different sectors with different characteristics and different challenges.



To: Elroy who wrote (4688)8/4/2021 9:57:56 PM
From: SiliconAlley  Respond to of 4710
 
WDC has massive Cap Ex needs every year.

You appear to lack a basic understanding of how their Cap Ex is funded, why earnings do not tell the whole story, and why their true margins far exceed that stated in the financials.

Fiscal Year 2021 free cash flow was $1.1B, Last I checked, that exceeds the total revenue of the company you continue to pump. I would respectfully request that you take your pumping to the Yahoo boards.

As for your mantra of "hard drives are dead," the conference call clearly states otherwise.